Invesco
LONA

Invesco’s LeonaBio Inc LONA Stock Holding History

Invesco’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
-1,061
Closed -$31K – 4016
2022
Q3 		$31K Sell
1,061
-2
-0.2% -$69 ﹤0.01% 3948
2022
Q2 		$32K Buy
1,063
+46
+5% +$4.21K ﹤0.01% 4016
2022
Q1 		$138K Buy
+1,017
New +$107K ﹤0.01% 3834
2021
Q4 		– Sell
-1,194
Closed -$112K – 4028
2021
Q3 		$112K Buy
+1,194
New +$122K ﹤0.01% 3919

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 $3.37T AUM 44.26% 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

Invesco's LONA Position: Q4 2022 in Review

Invesco sold out of LeonaBio Inc (LONA) in Q4 2022, closing a stake of 1,061 shares — an estimated $31K sold.

Invesco first reported a position in LONA in Q3 2021 and held it in 4 quarters. The position peaked at $138K in Q1 2022. 92 funds tracked by Wall St. Rank hold LONA as of Q4 2022.

  • Invesco reported no remaining LeonaBio Inc position as of Q4 2022 after selling out during the quarter.
  • Invesco sold 1,061 LeonaBio Inc shares in Q4 2022, an estimated $31K.
  • Invesco first reported a position in LeonaBio Inc in Q3 2021 and held it in 4 quarters.
  • Invesco's LeonaBio Inc position peaked at $138K in Q1 2022.
  • 92 funds tracked by Wall St. Rank held LeonaBio Inc as of Q4 2022.

Based on Invesco's 13F filing for Q4 2022, filed 13 Feb 2023.