AAS
KZR

Avantax Advisory Services’s Kezar Life Sciences KZR Stock Holding History

Avantax Advisory Services’s Portfolio KZR Stock Details KZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,111
Closed -$8.59K – 2233
2024
Q3 		$8.59K Hold
1,111
– – ﹤0.01% 2116
2024
Q2 		$6.67K Hold
1,111
– – ﹤0.01% 2068
2024
Q1 		$10K Buy
+1,111
New +$10.1K ﹤0.01% 1640

Other funds holding KZR

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
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return

Avantax Advisory Services's KZR Position: Q4 2024 in Review

Avantax Advisory Services sold out of Kezar Life Sciences (KZR) in Q4 2024, closing a stake of 1,111 shares — an estimated $8.59K sold.

Avantax Advisory Services first reported a position in KZR in Q1 2024 and held it in 3 quarters. The position peaked at $10K in Q1 2024. 43 funds tracked by Wall St. Rank hold KZR as of Q4 2024.

  • Avantax Advisory Services reported no remaining Kezar Life Sciences position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 1,111 Kezar Life Sciences shares in Q4 2024, an estimated $8.59K.
  • Avantax Advisory Services first reported a position in Kezar Life Sciences in Q1 2024 and held it in 3 quarters.
  • Avantax Advisory Services's Kezar Life Sciences position peaked at $10K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Kezar Life Sciences as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.