CAPTRUST Financial Advisors
LONA

CAPTRUST Financial Advisors’s LeonaBio Inc LONA Stock Holding History

CAPTRUST Financial 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
2022
Q1 		– Sell
-9
Closed -$1K – 4911
2021
Q4 		$1K Hold
9
– – ﹤0.01% 4533
2021
Q3 		$1K Buy
+9
New +$916 ﹤0.01% 4398
2021
Q1 		– Hold
0
– – – 4370
2020
Q4 		– Hold
0
– – – 3398

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
SCM
Silverarc Capital Management Boston, Massachusetts $962M AUM 524.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CAPTRUST Financial Advisors's LONA Position: Q1 2022 in Review

CAPTRUST Financial Advisors sold out of LeonaBio Inc (LONA) in Q1 2022, closing a stake of 9 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in LONA in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 105 funds tracked by Wall St. Rank hold LONA as of Q1 2022.

  • CAPTRUST Financial Advisors reported no remaining LeonaBio Inc position as of Q1 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 9 LeonaBio Inc shares in Q1 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in LeonaBio Inc in Q3 2021 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's LeonaBio Inc position peaked at $1K in Q4 2021.
  • 105 funds tracked by Wall St. Rank held LeonaBio Inc as of Q1 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.