BA
LONA

Bristlecone Advisors’s LeonaBio Inc LONA Stock Holding History

Bristlecone 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
2025
Q2 		– Sell
-25,220
Closed -$71.9K – 296
2025
Q1 		$71.9K Sell
25,220
-8,531
-25% -$37.8K 0.01% 306
2024
Q4 		$198K Hold
33,751
– – 0.02% 275
2024
Q3 		$151K Buy
33,751
+25,220
+296% +$592K 0.01% 286
2024
Q2 		$226K Hold
8,531
– – 0.02% 259
2024
Q1 		$234K Hold
8,531
– – 0.02% 259
2023
Q4 		$207K Hold
8,531
– – 0.02% 262
2023
Q3 		$172K Hold
8,531
– – 0.02% 258
2023
Q2 		$252K Hold
8,531
– – 0.03% 238
2023
Q1 		$213K Sell
8,531
-61,132
-88% -$1.97M 0.02% 254
2022
Q4 		$2.21M Sell
69,663
-430
-0.6% -$13.5K 0.27% 80
2022
Q3 		$2.08M Hold
70,093
– – 0.27% 76
2022
Q2 		$2.14M Sell
70,093
-6,063
-8% -$556K 0.26% 81
2022
Q1 		$10.3M Hold
76,156
– – 1.26% 21
2021
Q4 		$9.92M Hold
76,156
– – 1.19% 18
2021
Q3 		$7.14M Hold
76,156
– – 0.93% 22
2021
Q2 		$7.8M Buy
+76,156
New +$13.3M 1.06% 22

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PA
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PBM
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SAM
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TCM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return