MSWM
KZIA

McGlone Suttner Wealth Management’s Kazia Therapeutics KZIA Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-2
Closed -$37 – 512
2023
Q4 		$37 Buy
+2
New +$59 ﹤0.01% 797

Other funds holding KZIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

McGlone Suttner Wealth Management's KZIA Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Kazia Therapeutics (KZIA) in Q1 2024, closing a stake of 2 shares — an estimated $37 sold.

McGlone Suttner Wealth Management first reported a position in KZIA in Q4 2023 and held it in 1 quarter. The position peaked at $37 in Q4 2023. 9 funds tracked by Wall St. Rank hold KZIA as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Kazia Therapeutics position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 2 Kazia Therapeutics shares in Q1 2024, an estimated $37.
  • McGlone Suttner Wealth Management first reported a position in Kazia Therapeutics in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Kazia Therapeutics position peaked at $37 in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Kazia Therapeutics as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.