Wells Fargo
LONA

Wells Fargo’s LeonaBio Inc LONA Stock Holding History

Wells Fargo’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
2024
Q2 		– Sell
-24
Closed -$652 – 6912
2024
Q1 		$652 Buy
24
+1
+4% +$32 ﹤0.01% 6238
2023
Q4 		$569 Sell
23
-1,260
-98% -$22.3K ﹤0.01% 6352
2023
Q3 		$25.9K Hold
1,283
– – ﹤0.01% 5494
2023
Q2 		$37.9K Sell
1,283
-581
-31% -$16.6K ﹤0.01% 5531
2023
Q1 		$46.6K Buy
1,864
+603
+48% +$19.4K ﹤0.01% 5190
2022
Q4 		$40K Sell
1,261
-7
-0.6% -$221 ﹤0.01% 4965
2022
Q3 		$37K Sell
1,268
-46
-4% -$1.59K ﹤0.01% 5085
2022
Q2 		$40K Sell
1,314
-287
-18% -$26.3K ﹤0.01% 5123
2022
Q1 		$216K Sell
1,601
-1,122
-41% -$118K ﹤0.01% 4936
2021
Q4 		$354K Buy
2,723
+2,713
+27,130% +$343K ﹤0.01% 4934
2021
Q3 		$1K Sell
10
-448
-98% -$45.6K ﹤0.01% 6649
2021
Q2 		$46K Sell
458
-453
-50% -$79.1K ﹤0.01% 5587
2021
Q1 		$167K Sell
911
-32
-3% -$7.05K ﹤0.01% 5238
2020
Q4 		$324K Buy
+943
New +$222K ﹤0.01% 4828

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $159M AUM 60.94% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $155M AUM 129.82% 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