Berman Capital Advisors’s LeonaBio Inc LONA Stock Holding History

Berman Capital Advisors’s Portfolio LONA Stock Details LONA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-6	Closed	-$1K	–	1890
2021 Q1	$1K	Buy	+6	New	+$1.32K	﹤0.01%	1595

Other funds holding LONA

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Berman Capital Advisors's LONA Position: Q2 2021 in Review

Berman Capital Advisors sold out of LeonaBio Inc (LONA) in Q2 2021, closing a stake of 6 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in LONA in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 88 funds tracked by Wall St. Rank hold LONA as of Q2 2021.

Berman Capital Advisors reported no remaining LeonaBio Inc position as of Q2 2021 after selling out during the quarter.
Berman Capital Advisors sold 6 LeonaBio Inc shares in Q2 2021, an estimated $1K.
Berman Capital Advisors first reported a position in LeonaBio Inc in Q1 2021 and held it in 1 quarter.
Berman Capital Advisors's LeonaBio Inc position peaked at $1K in Q1 2021.
88 funds tracked by Wall St. Rank held LeonaBio Inc as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.