CWM
KZIA

Cornerstone Wealth Management’s Kazia Therapeutics KZIA Stock Holding History

Cornerstone Wealth 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
2018
Q3 		– Sell
-93
Closed -$1.43M – 1425
2018
Q2 		$1.43M Buy
+93
New +$23.1K 0.02% 644
2016
Q4 		– Sell
-66
Closed -$25K – 293
2016
Q3 		$25K Buy
+66
New +$25.7K 0.01% 272

Other funds holding KZIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return

Cornerstone Wealth Management's KZIA Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Kazia Therapeutics (KZIA) in Q3 2018, closing a stake of 93 shares — an estimated $1.43M sold.

Cornerstone Wealth Management first reported a position in KZIA in Q3 2016 and held it in 2 quarters. The position peaked at $1.43M in Q2 2018. 9 funds tracked by Wall St. Rank hold KZIA as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Kazia Therapeutics position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 93 Kazia Therapeutics shares in Q3 2018, an estimated $1.43M.
  • Cornerstone Wealth Management first reported a position in Kazia Therapeutics in Q3 2016 and held it in 2 quarters.
  • Cornerstone Wealth Management's Kazia Therapeutics position peaked at $1.43M in Q2 2018.
  • 9 funds tracked by Wall St. Rank held Kazia Therapeutics as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.