HAG
KZIA

HighPoint Advisor Group’s Kazia Therapeutics KZIA Stock Holding History

HighPoint Advisor Group’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
2021
Q1 		– Sell
-649
Closed -$368K – 530
2020
Q4 		$368K Sell
649
-120
-16% -$47.9K 0.04% 315
2020
Q3 		$230K Buy
769
+120
+18% +$33.8K 0.04% 327
2020
Q2 		$108K Hold
649
– – 0.02% 336
2020
Q1 		$92K Hold
649
– – 0.02% 321
2019
Q4 		$142K Hold
649
– – 0.03% 342
2019
Q3 		$96K Buy
+649
New +$88.8K 0.02% 470

Other funds holding KZIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

HighPoint Advisor Group's KZIA Position: Q1 2021 in Review

HighPoint Advisor Group sold out of Kazia Therapeutics (KZIA) in Q1 2021, closing a stake of 649 shares — an estimated $368K sold.

HighPoint Advisor Group first reported a position in KZIA in Q3 2019 and held it in 6 quarters. The position peaked at $368K in Q4 2020. 12 funds tracked by Wall St. Rank hold KZIA as of Q1 2021.

  • HighPoint Advisor Group reported no remaining Kazia Therapeutics position as of Q1 2021 after selling out during the quarter.
  • HighPoint Advisor Group sold 649 Kazia Therapeutics shares in Q1 2021, an estimated $368K.
  • HighPoint Advisor Group first reported a position in Kazia Therapeutics in Q3 2019 and held it in 6 quarters.
  • HighPoint Advisor Group's Kazia Therapeutics position peaked at $368K in Q4 2020.
  • 12 funds tracked by Wall St. Rank held Kazia Therapeutics as of Q1 2021.

Based on HighPoint Advisor Group's 13F filing for Q1 2021, filed 12 Apr 2021.