BBPWM
LONA

Blue Bell Private Wealth Management’s LeonaBio Inc LONA Stock Holding History

Blue Bell Private Wealth Management’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
2022
Q3 		– Sell
-10
Closed – – 748
2022
Q2 		$0 Hold
10
– – ﹤0.01% 798
2022
Q1 		$1K Hold
10
– – ﹤0.01% 756
2021
Q4 		$1K Buy
+10
New +$1.26K ﹤0.01% 750

Other funds holding LONA

PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BA
Bristlecone Advisors Bellevue, Washington $1.2B AUM 19.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Bell Private Wealth Management's LONA Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of LeonaBio Inc (LONA) in Q3 2022, closing a stake of 10 shares.

Blue Bell Private Wealth Management first reported a position in LONA in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 98 funds tracked by Wall St. Rank hold LONA as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining LeonaBio Inc position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 10 LeonaBio Inc shares in Q3 2022.
  • Blue Bell Private Wealth Management first reported a position in LeonaBio Inc in Q4 2021 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's LeonaBio Inc position peaked at $1K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held LeonaBio Inc as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.