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Avestar Capital’s Ionis Pharmaceuticals IONS Stock Holding History

Avestar Capital’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
2019
Q3 		– Sell
-1,505
Closed -$82K – 496
2019
Q2 		$82K Buy
1,505
+411
+38% +$29.1K 0.05% 231
2019
Q1 		$71K Sell
1,094
-403
-27% -$26K 0.05% 240
2018
Q4 		$60K Sell
1,497
-228
-13% -$11.6K 0.04% 238
2018
Q3 		$65K Sell
1,725
-62
-3% -$2.91K 0.04% 246
2018
Q2 		$56K Buy
1,787
+555
+45% +$24.6K 0.04% 266
2018
Q1 		$35K Buy
1,232
+145
+13% +$7.37K 0.02% 282
2017
Q4 		$36K Buy
+1,087
New +$59.6K 0.03% 281

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avestar Capital's IONS Position: Q3 2019 in Review

Avestar Capital sold out of Ionis Pharmaceuticals (IONS) in Q3 2019, closing a stake of 1,505 shares — an estimated $82K sold.

Avestar Capital first reported a position in IONS in Q4 2017 and held it in 7 quarters. The position peaked at $82K in Q2 2019. 369 funds tracked by Wall St. Rank hold IONS as of Q3 2019.

  • Avestar Capital reported no remaining Ionis Pharmaceuticals position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 1,505 Ionis Pharmaceuticals shares in Q3 2019, an estimated $82K.
  • Avestar Capital first reported a position in Ionis Pharmaceuticals in Q4 2017 and held it in 7 quarters.
  • Avestar Capital's Ionis Pharmaceuticals position peaked at $82K in Q2 2019.
  • 369 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.