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Adams Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Adams Wealth Management’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
2020
Q4 		– Sell
-140
Closed -$7K – 195
2020
Q3 		$7K Buy
+140
New +$7.78K 0.01% 208

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Adams Wealth Management's IONS Position: Q4 2020 in Review

Adams Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q4 2020, closing a stake of 140 shares — an estimated $7K sold.

Adams Wealth Management first reported a position in IONS in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 382 funds tracked by Wall St. Rank hold IONS as of Q4 2020.

  • Adams Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 140 Ionis Pharmaceuticals shares in Q4 2020, an estimated $7K.
  • Adams Wealth Management first reported a position in Ionis Pharmaceuticals in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Ionis Pharmaceuticals position peaked at $7K in Q3 2020.
  • 382 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.