IAA
FLNA

Independent Advisor Alliance’s Filana Therapeutics FLNA Stock Holding History

Independent Advisor Alliance’s Portfolio FLNA Stock Details FLNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,064
Closed -$208K – 1371
2024
Q3 		$208K Buy
+7,064
New +$163K 0.01% 651
2023
Q2 		– Sell
-25,650
Closed -$619K – 698
2023
Q1 		$619K Buy
+25,650
New +$711K 0.03% 380

Other funds holding FLNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return

Independent Advisor Alliance's FLNA Position: Q4 2024 in Review

Independent Advisor Alliance sold out of Filana Therapeutics (FLNA) in Q4 2024, closing a stake of 7,064 shares — an estimated $208K sold.

Independent Advisor Alliance first reported a position in FLNA in Q1 2023 and held it in 2 quarters. The position peaked at $619K in Q1 2023. 137 funds tracked by Wall St. Rank hold FLNA as of Q4 2024.

  • Independent Advisor Alliance reported no remaining Filana Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,064 Filana Therapeutics shares in Q4 2024, an estimated $208K.
  • Independent Advisor Alliance first reported a position in Filana Therapeutics in Q1 2023 and held it in 2 quarters.
  • Independent Advisor Alliance's Filana Therapeutics position peaked at $619K in Q1 2023.
  • 137 funds tracked by Wall St. Rank held Filana Therapeutics as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.