Carson Wealth (CWM LLC)
KZR

Carson Wealth (CWM LLC)’s Kezar Life Sciences KZR Stock Holding History

Carson Wealth (CWM LLC)’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
Q3 		– Sell
-8
Closed – – 4990
2024
Q2 		$0 Buy
+8
New +$61 ﹤0.01% 4764
2023
Q2 		– Sell
-12
Closed – – 4327
2023
Q1 		$0 Buy
+12
New +$694 ﹤0.01% 4209
2022
Q2 		– Sell
-3
Closed – – 3959
2022
Q1 		$0 Buy
+3
New +$431 ﹤0.01% 3707

Other funds holding KZR

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $767M AUM 119.71% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $177M AUM 91.13% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KZR Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Kezar Life Sciences (KZR) in Q3 2024, closing a stake of 8 shares.

Carson Wealth (CWM LLC) first reported a position in KZR in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q2 2024. 59 funds tracked by Wall St. Rank hold KZR as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Kezar Life Sciences position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 8 Kezar Life Sciences shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in Kezar Life Sciences in Q1 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Kezar Life Sciences position peaked at $0 in Q2 2024.
  • 59 funds tracked by Wall St. Rank held Kezar Life Sciences as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.