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Acorn Wealth Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Acorn Wealth Advisors’s Portfolio IONS Stock Details IONS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-300
Closed -$13K – 281
2018
Q2 		$13K Hold
300
– – 0.01% 470
2018
Q1 		$13K Hold
300
– – 0.01% 466
2017
Q4 		$15K Buy
+300
New +$16.5K 0.01% 424

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Acorn Wealth Advisors's IONS Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Ionis Pharmaceuticals (IONS) in Q3 2018, closing a stake of 300 shares — an estimated $13K sold.

Acorn Wealth Advisors first reported a position in IONS in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q4 2017. 322 funds tracked by Wall St. Rank hold IONS as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Ionis Pharmaceuticals position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 300 Ionis Pharmaceuticals shares in Q3 2018, an estimated $13K.
  • Acorn Wealth Advisors first reported a position in Ionis Pharmaceuticals in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Ionis Pharmaceuticals position peaked at $15K in Q4 2017.
  • 322 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.