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Avantax Planning Partners’s Ionis Pharmaceuticals IONS Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-54
Closed -$2K – 826
2018
Q1 		$2K Buy
+54
New +$2.74K ﹤0.01% 1603

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Avantax Planning Partners's IONS Position: Q2 2018 in Review

Avantax Planning Partners sold out of Ionis Pharmaceuticals (IONS) in Q2 2018, closing a stake of 54 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in IONS in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 307 funds tracked by Wall St. Rank hold IONS as of Q2 2018.

  • Avantax Planning Partners reported no remaining Ionis Pharmaceuticals position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 54 Ionis Pharmaceuticals shares in Q2 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Ionis Pharmaceuticals in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Ionis Pharmaceuticals position peaked at $2K in Q1 2018.
  • 307 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.