RCS
KZR

Retirement Capital Strategies’s Kezar Life Sciences KZR Stock Holding History

Retirement Capital Strategies’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
-1,500
Closed -$11.6K – 83
2024
Q3 		$11.6K Hold
1,500
– – ﹤0.01% 65
2024
Q2 		$9K Hold
1,500
– – ﹤0.01% 66
2024
Q1 		$13.5K Hold
1,500
– – 0.01% 69
2023
Q4 		$14.2K Hold
1,500
– – 0.01% 70
2023
Q3 		$17.9K Sell
1,500
-500
-25% -$8.86K 0.01% 57
2023
Q2 		$49K Hold
2,000
– – 0.02% 59
2023
Q1 		$62.6K Hold
2,000
– – 0.03% 42
2022
Q4 		$141K Hold
2,000
– – 0.07% 40
2022
Q3 		$172K Hold
2,000
– – 0.08% 48
2022
Q2 		$165K Hold
2,000
– – 0.07% 58
2022
Q1 		$297K Buy
2,000
+500
+33% +$71.8K 0.12% 48
2021
Q4 		$251K Buy
+1,500
New +$169K 0.09% 69
2021
Q3 		– Sell
-1,500
Closed -$81K – 76
2021
Q2 		$81K Buy
1,500
+500
+50% +$28.4K 0.03% 79
2021
Q1 		$60K Hold
1,000
– – 0.02% 75
2020
Q4 		$52K Hold
1,000
– – 0.02% 64
2020
Q3 		$51K Buy
+1,000
New +$47.8K 0.02% 64

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 $70.5B AUM 36% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 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

Retirement Capital Strategies's KZR Position: Q4 2024 in Review

Retirement Capital Strategies sold out of Kezar Life Sciences (KZR) in Q4 2024, closing a stake of 1,500 shares — an estimated $11.6K sold.

Retirement Capital Strategies first reported a position in KZR in Q3 2020 and held it in 16 quarters. The position peaked at $297K in Q1 2022. 43 funds tracked by Wall St. Rank hold KZR as of Q4 2024.

  • Retirement Capital Strategies reported no remaining Kezar Life Sciences position as of Q4 2024 after selling out during the quarter.
  • Retirement Capital Strategies sold 1,500 Kezar Life Sciences shares in Q4 2024, an estimated $11.6K.
  • Retirement Capital Strategies first reported a position in Kezar Life Sciences in Q3 2020 and held it in 16 quarters.
  • Retirement Capital Strategies's Kezar Life Sciences position peaked at $297K in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Kezar Life Sciences as of Q4 2024.

Based on Retirement Capital Strategies's 13F filing for Q4 2024, filed 7 Feb 2025.