PFO
LONA

Pathstone Family Office’s LeonaBio Inc LONA Stock Holding History

Pathstone Family Office’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
2023
Q3 		$859K Hold
42,549
– – 0.01% 790
2023
Q2 		$1.26M Hold
42,549
– – 0.02% 415
2023
Q1 		$1.06M Sell
42,549
-320,559
-88% -$10.3M 0.02% 424
2022
Q4 		$8.18M Hold
363,108
– – 0.07% 200
2022
Q3 		$10.8M Buy
363,108
+194,224
+115% +$6.7M 0.1% 129
2022
Q2 		$5.15M Buy
168,884
+5,930
+4% +$543K 0.11% 101
2022
Q1 		$22M Buy
162,954
+18,729
+13% +$1.97M 0.51% 34
2021
Q4 		$18.8M Buy
144,225
+29,580
+26% +$3.74M 0.47% 36
2021
Q3 		$10.8M Buy
114,645
+48,484
+73% +$4.94M 0.31% 43
2021
Q2 		$6.78M Buy
66,161
+16,219
+32% +$2.83M 0.2% 65
2021
Q1 		$9.19M Buy
49,942
+41,754
+510% +$9.2M 0.31% 49
2020
Q4 		$2.8M Sell
8,188
-282
-3% -$66.5K 0.12% 72
2020
Q3 		$1.56M Buy
+8,470
New +$1.41M 0.17% 67

Other funds holding LONA

PA
Perceptive Advisors New York $5.06B AUM 314.02% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $155M AUM 129.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return