FRG Family Wealth Advisors’s LeonaBio Inc LONA Stock Holding History

FRG Family 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
2024 Q2	–	Sell	-920	Closed	-$18.1K	–	163
2024 Q1	$18.1K	Buy	+920	New	+$29.2K	﹤0.01%	237
2023 Q1	–	Sell	-1,000	Closed	-$31.7K	–	143
2022 Q4	$31.7K	Hold	1,000	–	–	0.01%	139
2022 Q3	$30K	Hold	1,000	–	–	0.01%	138
2022 Q2	$31K	Hold	1,000	–	–	0.01%	139
2022 Q1	$135K	Hold	1,000	–	–	0.03%	145
2021 Q4	$130K	Buy	+1,000	New	+$126K	0.02%	143

Other funds holding LONA

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

BBA

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

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

PBM

Propel Bio Management Los Angeles, California $191M AUM 102.42% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return

BCM

BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FRG Family Wealth Advisors's LONA Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of LeonaBio Inc (LONA) in Q2 2024, closing a stake of 920 shares — an estimated $18.1K sold.

FRG Family Wealth Advisors first reported a position in LONA in Q4 2021 and held it in 6 quarters. The position peaked at $135K in Q1 2022. 65 funds tracked by Wall St. Rank hold LONA as of Q2 2024.

FRG Family Wealth Advisors reported no remaining LeonaBio Inc position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 920 LeonaBio Inc shares in Q2 2024, an estimated $18.1K.
FRG Family Wealth Advisors first reported a position in LeonaBio Inc in Q4 2021 and held it in 6 quarters.
FRG Family Wealth Advisors's LeonaBio Inc position peaked at $135K in Q1 2022.
65 funds tracked by Wall St. Rank held LeonaBio Inc as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.