HGERS
LONA

Householder Group Estate & Retirement Specialist’s LeonaBio Inc LONA Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$0 Hold
15
– – ﹤0.01% 577
2024
Q3 		$0 Buy
+15
New +$352 ﹤0.01% 1155
2024
Q2 		– Sell
-15
Closed -$411 – 1188
2024
Q1 		$411 Hold
15
– – ﹤0.01% 1167
2023
Q4 		$0 Hold
15
– – ﹤0.01% 1123
2023
Q3 		$303 Buy
+15
New +$384 ﹤0.01% 1214
2023
Q1 		$0 Hold
15
– – ﹤0.01% 1213
2022
Q4 		$0 Hold
15
– – ﹤0.01% 385
2022
Q3 		$0 Buy
+15
New +$518 ﹤0.01% 1082

Other funds holding LONA

PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $159M AUM 60.94% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LONA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its LeonaBio Inc (LONA) position steady in Q4 2024 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Householder Group Estate & Retirement Specialist first reported a position in LONA in Q3 2022 and has held it in 8 quarters since. The position peaked at $411 in Q1 2024. 56 funds tracked by Wall St. Rank hold LONA as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 15 shares of LeonaBio Inc worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its LeonaBio Inc share count unchanged in Q4 2024.
  • LeonaBio Inc made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #577 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in LeonaBio Inc in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's LeonaBio Inc position peaked at $411 in Q1 2024.
  • 56 funds tracked by Wall St. Rank held LeonaBio Inc as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.