Charles Schwab
LONA

Charles Schwab’s LeonaBio Inc LONA Stock Holding History

Charles Schwab’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
2023
Q3 		– Sell
-1,386
Closed -$40.9K – 3578
2023
Q2 		$40.9K Sell
1,386
-8,124
-85% -$231K ﹤0.01% 3445
2023
Q1 		$238K Buy
9,510
+630
+7% +$20.3K ﹤0.01% 3130
2022
Q4 		$282K Hold
8,880
– – ﹤0.01% 3128
2022
Q3 		$264K Hold
8,880
– – ﹤0.01% 3130
2022
Q2 		$271K Buy
8,880
+340
+4% +$31.2K ﹤0.01% 3202
2022
Q1 		$1.15M Buy
8,540
+85
+1% +$8.96K ﹤0.01% 2798
2021
Q4 		$1.1M Buy
8,455
+278
+3% +$35.2K ﹤0.01% 2872
2021
Q3 		$767K Sell
8,177
-7,022
-46% -$715K ﹤0.01% 2979
2021
Q2 		$1.56M Buy
15,199
+4,072
+37% +$711K ﹤0.01% 2794
2021
Q1 		$2.05M Buy
11,127
+2,752
+33% +$607K ﹤0.01% 2656
2020
Q4 		$2.87M Buy
+8,375
New +$1.98M ﹤0.01% 2472

Other funds holding LONA

PA
Perceptive Advisors New York $5.06B AUM 314.02% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $155M AUM 129.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return