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
2022
Q2 		– Sell
-10,000
Closed -$390K – 1056
2022
Q1 		$390K Buy
+10,000
New +$1.05M 0.01% 640

Other funds holding LONA

PA
Perceptive Advisors New York $5.12B 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 $176M AUM 123.21% 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 $7.19B AUM 6.88% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Pathstone Family Office's LONA Position: Q3 2023 in Review

Pathstone Family Office held its LeonaBio Inc (LONA) position steady in Q3 2023 at 42,549 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #790.

Pathstone Family Office first reported a position in LONA in Q3 2020 and has held it in 13 quarters since. The position peaked at $22M in Q1 2022. 70 funds tracked by Wall St. Rank hold LONA as of Q3 2023.

  • Pathstone Family Office held 42,549 shares of LeonaBio Inc worth $859K as of Q3 2023.
  • Pathstone Family Office left its LeonaBio Inc share count unchanged in Q3 2023.
  • LeonaBio Inc made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #790 holding.
  • Pathstone Family Office first reported a position in LeonaBio Inc in Q3 2020 and has held it in 13 quarters since.
  • Pathstone Family Office's LeonaBio Inc position peaked at $22M in Q1 2022.
  • 70 funds tracked by Wall St. Rank held LeonaBio Inc as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.