CCFM
LONA

Clear Creek Financial Management’s LeonaBio Inc LONA Stock Holding History

Clear Creek Financial 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
2022
Q4 		– Sell
-1,000
Closed -$30K – 297
2022
Q3 		$30K Sell
1,000
-328
-25% -$11.3K 0.01% 282
2022
Q2 		$40K Sell
1,328
-120
-8% -$11K 0.01% 302
2022
Q1 		$195K Buy
1,448
+5
+0.3% +$527 0.03% 318
2021
Q4 		$188K Sell
1,443
-37
-3% -$4.68K 0.03% 335
2021
Q3 		$139K Sell
1,480
-20
-1% -$2.04K 0.02% 313
2021
Q2 		$154K Buy
+1,500
New +$262K 0.02% 320

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
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 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

Clear Creek Financial Management's LONA Position: Q4 2022 in Review

Clear Creek Financial Management sold out of LeonaBio Inc (LONA) in Q4 2022, closing a stake of 1,000 shares — an estimated $30K sold.

Clear Creek Financial Management first reported a position in LONA in Q2 2021 and held it in 6 quarters. The position peaked at $195K in Q1 2022. 92 funds tracked by Wall St. Rank hold LONA as of Q4 2022.

  • Clear Creek Financial Management reported no remaining LeonaBio Inc position as of Q4 2022 after selling out during the quarter.
  • Clear Creek Financial Management sold 1,000 LeonaBio Inc shares in Q4 2022, an estimated $30K.
  • Clear Creek Financial Management first reported a position in LeonaBio Inc in Q2 2021 and held it in 6 quarters.
  • Clear Creek Financial Management's LeonaBio Inc position peaked at $195K in Q1 2022.
  • 92 funds tracked by Wall St. Rank held LeonaBio Inc as of Q4 2022.

Based on Clear Creek Financial Management's 13F filing for Q4 2022, filed 24 Jan 2023.