Creative Planning’s LeonaBio Inc LONA Stock Holding History

Creative Planning’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 Q2	–	Sell	-1,326	Closed	-$244K	–	2101
2021 Q1	$244K	Buy	1,326 +251	+23%	+$55.3K	﹤0.01%	1933
2020 Q4	$368K	Buy	+1,075	New	+$254K	﹤0.01%	1494

Other funds holding LONA

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Creative Planning's LONA Position: Q2 2021 in Review

Creative Planning sold out of LeonaBio Inc (LONA) in Q2 2021, closing a stake of 1,326 shares — an estimated $244K sold.

Creative Planning first reported a position in LONA in Q4 2020 and held it in 2 quarters. The position peaked at $368K in Q4 2020. 88 funds tracked by Wall St. Rank hold LONA as of Q2 2021.

Creative Planning reported no remaining LeonaBio Inc position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 1,326 LeonaBio Inc shares in Q2 2021, an estimated $244K.
Creative Planning first reported a position in LeonaBio Inc in Q4 2020 and held it in 2 quarters.
Creative Planning's LeonaBio Inc position peaked at $368K in Q4 2020.
88 funds tracked by Wall St. Rank held LeonaBio Inc as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.