Charles Schwab
KZR

Charles Schwab’s Kezar Life Sciences KZR Stock Holding History

Charles Schwab’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
-6,336
Closed -$49K – 3504
2024
Q3 		$49K Hold
6,336
– – ﹤0.01% 3415
2024
Q2 		$38K Sell
6,336
-16,313
-72% -$124K ﹤0.01% 3539
2024
Q1 		$204K Hold
22,649
– – ﹤0.01% 3241
2023
Q4 		$215K Sell
22,649
-11,895
-34% -$105K ﹤0.01% 3268
2023
Q3 		$411K Buy
34,544
+15,957
+86% +$283K ﹤0.01% 3114
2023
Q2 		$455K Buy
18,587
+4,356
+31% +$113K ﹤0.01% 3101
2023
Q1 		$445K Buy
14,231
+216
+2% +$12.5K ﹤0.01% 2987
2022
Q4 		$987K Buy
14,015
+161
+1% +$11.9K ﹤0.01% 2777
2022
Q3 		$1.19M Buy
13,854
+1,965
+17% +$191K ﹤0.01% 2730
2022
Q2 		$984K Buy
11,889
+1,777
+18% +$157K ﹤0.01% 2806
2022
Q1 		$1.68M Buy
10,112
+1,172
+13% +$168K ﹤0.01% 2708
2021
Q4 		$1.5M Buy
8,940
+429
+5% +$48.4K ﹤0.01% 2784
2021
Q3 		$736K Sell
8,511
-490
-5% -$32.4K ﹤0.01% 2996
2021
Q2 		$489K Buy
9,001
+1,369
+18% +$77.7K ﹤0.01% 3172
2021
Q1 		$455K Buy
7,632
+32
+0.4% +$1.87K ﹤0.01% 3112
2020
Q4 		$397K Hold
7,600
– – ﹤0.01% 3063
2020
Q3 		$368K Buy
7,600
+923
+14% +$44.1K ﹤0.01% 2967
2020
Q2 		$346K Sell
6,677
-1,009
-13% -$50.9K ﹤0.01% 2979
2020
Q1 		$336K Buy
7,686
+4,180
+119% +$170K ﹤0.01% 2842
2019
Q4 		$141K Hold
3,506
– – ﹤0.01% 3077
2019
Q3 		$115K Hold
3,506
– – ﹤0.01% 3087
2019
Q2 		$271K Buy
3,506
+686
+24% +$107K ﹤0.01% 3043
2019
Q1 		$501K Buy
2,820
+1,571
+126% +$310K ﹤0.01% 2769
2018
Q4 		$295K Buy
1,249
+272
+28% +$66.5K ﹤0.01% 2942
2018
Q3 		$210K Buy
+977
New +$171K ﹤0.01% 3070

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 $84.2B AUM 55.88% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 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

Charles Schwab's KZR Position: Q4 2024 in Review

Charles Schwab sold out of Kezar Life Sciences (KZR) in Q4 2024, closing a stake of 6,336 shares — an estimated $49K sold.

Charles Schwab first reported a position in KZR in Q3 2018 and held it in 25 quarters. The position peaked at $1.68M in Q1 2022. 43 funds tracked by Wall St. Rank hold KZR as of Q4 2024.

  • Charles Schwab reported no remaining Kezar Life Sciences position as of Q4 2024 after selling out during the quarter.
  • Charles Schwab sold 6,336 Kezar Life Sciences shares in Q4 2024, an estimated $49K.
  • Charles Schwab first reported a position in Kezar Life Sciences in Q3 2018 and held it in 25 quarters.
  • Charles Schwab's Kezar Life Sciences position peaked at $1.68M in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Kezar Life Sciences as of Q4 2024.

Based on Charles Schwab's 13F filing for Q4 2024, filed 6 Feb 2025.