USCWA
LONA

U.S. Capital Wealth Advisors’s LeonaBio Inc LONA Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		– Sell
-19
Closed -$609 – 695
2022
Q4 		$609 Buy
+19
New +$599 ﹤0.01% 1562

Other funds holding LONA

PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

U.S. Capital Wealth Advisors's LONA Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of LeonaBio Inc (LONA) in Q1 2023, closing a stake of 19 shares — an estimated $609 sold.

U.S. Capital Wealth Advisors first reported a position in LONA in Q4 2022 and held it in 1 quarter. The position peaked at $609 in Q4 2022. 83 funds tracked by Wall St. Rank hold LONA as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining LeonaBio Inc position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 19 LeonaBio Inc shares in Q1 2023, an estimated $609.
  • U.S. Capital Wealth Advisors first reported a position in LeonaBio Inc in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's LeonaBio Inc position peaked at $609 in Q4 2022.
  • 83 funds tracked by Wall St. Rank held LeonaBio Inc as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.