BAM
KZIA

Belpointe Asset Management’s Kazia Therapeutics KZIA Stock Holding History

Belpointe Asset Management’s Portfolio KZIA Stock Details KZIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-60
Closed -$3.09K – 2097
2023
Q1 		$3.09K Hold
60
– – ﹤0.01% 3184
2022
Q4 		$1.84K Buy
+60
New +$2.26K ﹤0.01% 3286

Other funds holding KZIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Belpointe Asset Management's KZIA Position: Q2 2023 in Review

Belpointe Asset Management sold out of Kazia Therapeutics (KZIA) in Q2 2023, closing a stake of 60 shares — an estimated $3.09K sold.

Belpointe Asset Management first reported a position in KZIA in Q4 2022 and held it in 2 quarters. The position peaked at $3.09K in Q1 2023. 8 funds tracked by Wall St. Rank hold KZIA as of Q2 2023.

  • Belpointe Asset Management reported no remaining Kazia Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 60 Kazia Therapeutics shares in Q2 2023, an estimated $3.09K.
  • Belpointe Asset Management first reported a position in Kazia Therapeutics in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Kazia Therapeutics position peaked at $3.09K in Q1 2023.
  • 8 funds tracked by Wall St. Rank held Kazia Therapeutics as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.