HWMA
LONA

Heritage Wealth Management (Arizona)’s LeonaBio Inc LONA Stock Holding History

Heritage Wealth Management (Arizona)’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 		$1.9K Buy
60
+30
+100% +$945 ﹤0.01% 986
2022
Q3 		$1K Hold
30
– – ﹤0.01% 918
2022
Q2 		$915 Hold
30
– – ﹤0.01% 931
2022
Q1 		$4K Buy
+30
New +$3.16K ﹤0.01% 812
2021
Q3 		$3K Buy
+30
New +$3.05K ﹤0.01% 774

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

Heritage Wealth Management (Arizona)'s LONA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its LeonaBio Inc (LONA) stake by 100% in Q4 2022, buying an estimated $945 and bringing the position to 60 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Heritage Wealth Management (Arizona) first reported a position in LONA in Q3 2021 and has held it in 5 quarters since. The position peaked at $4K in Q1 2022. 92 funds tracked by Wall St. Rank hold LONA as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 60 shares of LeonaBio Inc worth $1.9K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 30 LeonaBio Inc shares in Q4 2022, an estimated $945.
  • LeonaBio Inc made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #986 holding.
  • Heritage Wealth Management (Arizona) first reported a position in LeonaBio Inc in Q3 2021 and has held it in 5 quarters since.
  • Heritage Wealth Management (Arizona)'s LeonaBio Inc position peaked at $4K in Q1 2022.
  • 92 funds tracked by Wall St. Rank held LeonaBio Inc as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.