EWA
LONA

EverSource Wealth Advisors’s LeonaBio Inc LONA Stock Holding History

EverSource Wealth Advisors’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
-138
Closed -$4K – 2311
2022
Q3 		$4K Buy
+138
New +$4.76K ﹤0.01% 1414

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

EverSource Wealth Advisors's LONA Position: Q4 2022 in Review

EverSource Wealth Advisors sold out of LeonaBio Inc (LONA) in Q4 2022, closing a stake of 138 shares — an estimated $4K sold.

EverSource Wealth Advisors first reported a position in LONA in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 92 funds tracked by Wall St. Rank hold LONA as of Q4 2022.

  • EverSource Wealth Advisors reported no remaining LeonaBio Inc position as of Q4 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 138 LeonaBio Inc shares in Q4 2022, an estimated $4K.
  • EverSource Wealth Advisors first reported a position in LeonaBio Inc in Q3 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's LeonaBio Inc position peaked at $4K in Q3 2022.
  • 92 funds tracked by Wall St. Rank held LeonaBio Inc as of Q4 2022.

Based on EverSource Wealth Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.