CP
LONA

Castleview Partners’s LeonaBio Inc LONA Stock Holding History

Castleview Partners’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
-11
Closed -$563 – 617
2022
Q2 		$563 Sell
11
-384
-97% -$35.2K ﹤0.01% 719
2022
Q1 		$53K Buy
+395
New +$41.6K 0.03% 339

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 $3.37T AUM 44.26% 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

Castleview Partners's LONA Position: Q3 2022 in Review

Castleview Partners sold out of LeonaBio Inc (LONA) in Q3 2022, closing a stake of 11 shares — an estimated $563 sold.

Castleview Partners first reported a position in LONA in Q1 2022 and held it in 2 quarters. The position peaked at $53K in Q1 2022. 98 funds tracked by Wall St. Rank hold LONA as of Q3 2022.

  • Castleview Partners reported no remaining LeonaBio Inc position as of Q3 2022 after selling out during the quarter.
  • Castleview Partners sold 11 LeonaBio Inc shares in Q3 2022, an estimated $563.
  • Castleview Partners first reported a position in LeonaBio Inc in Q1 2022 and held it in 2 quarters.
  • Castleview Partners's LeonaBio Inc position peaked at $53K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held LeonaBio Inc as of Q3 2022.

Based on Castleview Partners's 13F filing for Q3 2022, filed 10 Nov 2022.