Transform Wealth’s Kazia Therapeutics KZIA Stock Holding History

Transform Wealth’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 Q4	–	Sell	-2,125	Closed	-$120K	–	226
2021 Q3	$120K	Hold	2,125	–	–	0.01%	222
2021 Q2	$104K	Hold	2,125	–	–	0.01%	223
2021 Q1	$129K	Hold	2,125	–	–	0.03%	195
2020 Q4	$95K	Hold	2,125	–	–	0.02%	195
2020 Q3	$77K	Hold	2,125	–	–	0.01%	214
2020 Q2	$35K	Hold	2,125	–	–	0.01%	221
2020 Q1	$26K	Hold	2,125	–	–	0.01%	205
2019 Q4	$45K	Hold	2,125	–	–	0.01%	226
2019 Q3	$41K	Hold	2,125	–	–	0.01%	209
2019 Q2	$26K	Hold	2,125	–	–	﹤0.01%	230
2019 Q1	$35K	Hold	2,125	–	–	0.01%	165
2018 Q4	$27K	Hold	2,125	–	–	0.01%	181
2018 Q3	$32K	Buy	+2,125	New	+$361K	0.01%	194

Other funds holding KZIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Transform Wealth's KZIA Position: Q4 2021 in Review

Transform Wealth sold out of Kazia Therapeutics (KZIA) in Q4 2021, closing a stake of 2,125 shares — an estimated $120K sold.

Transform Wealth first reported a position in KZIA in Q3 2018 and held it in 13 quarters. The position peaked at $129K in Q1 2021. 10 funds tracked by Wall St. Rank hold KZIA as of Q4 2021.

Transform Wealth reported no remaining Kazia Therapeutics position as of Q4 2021 after selling out during the quarter.
Transform Wealth sold 2,125 Kazia Therapeutics shares in Q4 2021, an estimated $120K.
Transform Wealth first reported a position in Kazia Therapeutics in Q3 2018 and held it in 13 quarters.
Transform Wealth's Kazia Therapeutics position peaked at $129K in Q1 2021.
10 funds tracked by Wall St. Rank held Kazia Therapeutics as of Q4 2021.

Based on Transform Wealth's 13F filing for Q4 2021, filed 26 Jan 2022.