VWM
KALV

Venturi Wealth Management’s KalVista Pharmaceuticals KALV Stock Holding History

Venturi Wealth Management’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
2024
Q4 		– Sell
-410
Closed -$4.75K – 1994
2024
Q3 		$4.75K Buy
+410
New +$5.16K ﹤0.01% 1433

Other funds holding KALV

VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return

Venturi Wealth Management's KALV Position: Q4 2024 in Review

Venturi Wealth Management sold out of KalVista Pharmaceuticals (KALV) in Q4 2024, closing a stake of 410 shares — an estimated $4.75K sold.

Venturi Wealth Management first reported a position in KALV in Q3 2024 and held it in 1 quarter. The position peaked at $4.75K in Q3 2024. 130 funds tracked by Wall St. Rank hold KALV as of Q4 2024.

  • Venturi Wealth Management reported no remaining KalVista Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 410 KalVista Pharmaceuticals shares in Q4 2024, an estimated $4.75K.
  • Venturi Wealth Management first reported a position in KalVista Pharmaceuticals in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's KalVista Pharmaceuticals position peaked at $4.75K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.