COCM
LONA

Charter Oak Capital Management’s LeonaBio Inc LONA Stock Holding History

Charter Oak Capital 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
2021
Q3 		– Sell
-50
Closed -$5K – 818
2021
Q2 		$5K Hold
50
– – ﹤0.01% 651
2021
Q1 		$9K Hold
50
– – ﹤0.01% 552
2020
Q4 		$17K Buy
+50
New +$11.8K ﹤0.01% 436

Other funds holding LONA

PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charter Oak Capital Management's LONA Position: Q3 2021 in Review

Charter Oak Capital Management sold out of LeonaBio Inc (LONA) in Q3 2021, closing a stake of 50 shares — an estimated $5K sold.

Charter Oak Capital Management first reported a position in LONA in Q4 2020 and held it in 3 quarters. The position peaked at $17K in Q4 2020. 92 funds tracked by Wall St. Rank hold LONA as of Q3 2021.

  • Charter Oak Capital Management reported no remaining LeonaBio Inc position as of Q3 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 50 LeonaBio Inc shares in Q3 2021, an estimated $5K.
  • Charter Oak Capital Management first reported a position in LeonaBio Inc in Q4 2020 and held it in 3 quarters.
  • Charter Oak Capital Management's LeonaBio Inc position peaked at $17K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held LeonaBio Inc as of Q3 2021.

Based on Charter Oak Capital Management's 13F filing for Q3 2021, filed 8 Nov 2021.