Values First Advisors’s KALA BIO KALA Stock Holding History

Values First Advisors’s Portfolio KALA Stock Details KALA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-6	Closed	-$98K	–	151
2021 Q1	$98K	Hold	6	–	–	0.07%	137
2020 Q4	$108K	Buy	+6	New	+$113K	0.09%	137

Other funds holding KALA

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Caxton Corporation Princeton, New Jersey $4.02M AUM 256.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Values First Advisors's KALA Position: Q2 2021 in Review

Values First Advisors sold out of KALA BIO (KALA) in Q2 2021, closing a stake of 6 shares — an estimated $98K sold.

Values First Advisors first reported a position in KALA in Q4 2020 and held it in 2 quarters. The position peaked at $108K in Q4 2020. 97 funds tracked by Wall St. Rank hold KALA as of Q2 2021.

Values First Advisors reported no remaining KALA BIO position as of Q2 2021 after selling out during the quarter.
Values First Advisors sold 6 KALA BIO shares in Q2 2021, an estimated $98K.
Values First Advisors first reported a position in KALA BIO in Q4 2020 and held it in 2 quarters.
Values First Advisors's KALA BIO position peaked at $108K in Q4 2020.
97 funds tracked by Wall St. Rank held KALA BIO as of Q2 2021.

Based on Values First Advisors's 13F filing for Q2 2021, filed 15 Nov 2022.