VFA
KALV

Values First Advisors’s KalVista Pharmaceuticals KALV Stock Holding History

Values First Advisors’s Portfolio KALV Stock Details KALV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$6 – 251
2023
Q1 		$6 Buy
+1
New +$7 ﹤0.01% 388

Other funds holding KALV

TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Values First Advisors's KALV Position: Q2 2023 in Review

Values First Advisors sold out of KalVista Pharmaceuticals (KALV) in Q2 2023, closing a stake of 1 share — an estimated $6 sold.

Values First Advisors first reported a position in KALV in Q1 2023 and held it in 1 quarter. The position peaked at $6 in Q1 2023. 94 funds tracked by Wall St. Rank hold KALV as of Q2 2023.

  • Values First Advisors reported no remaining KalVista Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 1 KalVista Pharmaceuticals share in Q2 2023, an estimated $6.
  • Values First Advisors first reported a position in KalVista Pharmaceuticals in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's KalVista Pharmaceuticals position peaked at $6 in Q1 2023.
  • 94 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.