VEA
LONA

Virtus ETF Advisers’s LeonaBio Inc LONA Stock Holding History

Virtus ETF Advisers’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
-1,301
Closed -$39K – 449
2022
Q3 		$39K Buy
1,301
+10
+0.8% +$345 0.02% 436
2022
Q2 		$39K Buy
1,291
+135
+12% +$12.4K 0.01% 433
2022
Q1 		$156K Sell
1,156
-69
-6% -$7.28K 0.07% 221
2021
Q4 		$160K Buy
1,225
+129
+12% +$16.3K 0.06% 324
2021
Q3 		$103K Sell
1,096
-57
-5% -$5.8K 0.05% 381
2021
Q2 		$118K Buy
+1,153
New +$201K 0.05% 396

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 $3.38T AUM 44.17% 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

Virtus ETF Advisers's LONA Position: Q4 2022 in Review

Virtus ETF Advisers sold out of LeonaBio Inc (LONA) in Q4 2022, closing a stake of 1,301 shares — an estimated $39K sold.

Virtus ETF Advisers first reported a position in LONA in Q2 2021 and held it in 6 quarters. The position peaked at $160K in Q4 2021. 92 funds tracked by Wall St. Rank hold LONA as of Q4 2022.

  • Virtus ETF Advisers reported no remaining LeonaBio Inc position as of Q4 2022 after selling out during the quarter.
  • Virtus ETF Advisers sold 1,301 LeonaBio Inc shares in Q4 2022, an estimated $39K.
  • Virtus ETF Advisers first reported a position in LeonaBio Inc in Q2 2021 and held it in 6 quarters.
  • Virtus ETF Advisers's LeonaBio Inc position peaked at $160K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held LeonaBio Inc as of Q4 2022.

Based on Virtus ETF Advisers's 13F filing for Q4 2022, filed 14 Feb 2023.