TFGT
LONA

TS Financial Group (TSFG)’s LeonaBio Inc LONA Stock Holding History

TS Financial Group (TSFG)’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
-10
Closed – – 969
2022
Q3 		$0 Hold
10
– – ﹤0.01% 952
2022
Q2 		$0 Hold
10
– – ﹤0.01% 977
2022
Q1 		$1K Hold
10
– – ﹤0.01% 835
2021
Q4 		$1K Hold
10
– – ﹤0.01% 800
2021
Q3 		$1K Hold
10
– – ﹤0.01% 783
2021
Q2 		$1K Hold
10
– – ﹤0.01% 783
2021
Q1 		$2K Hold
10
– – ﹤0.01% 660
2020
Q4 		$3K Buy
+10
New +$2.36K ﹤0.01% 651

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

TS Financial Group (TSFG)'s LONA Position: Q4 2022 in Review

TS Financial Group (TSFG) sold out of LeonaBio Inc (LONA) in Q4 2022, closing a stake of 10 shares.

TS Financial Group (TSFG) first reported a position in LONA in Q4 2020 and held it in 8 quarters. The position peaked at $3K in Q4 2020. 92 funds tracked by Wall St. Rank hold LONA as of Q4 2022.

  • TS Financial Group (TSFG) reported no remaining LeonaBio Inc position as of Q4 2022 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 10 LeonaBio Inc shares in Q4 2022.
  • TS Financial Group (TSFG) first reported a position in LeonaBio Inc in Q4 2020 and held it in 8 quarters.
  • TS Financial Group (TSFG)'s LeonaBio Inc position peaked at $3K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held LeonaBio Inc as of Q4 2022.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2022, filed 19 Jan 2023.