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Ballew Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Ballew 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
Q4 		– Sell
-500
Closed -$24K – 268
2018
Q3 		$24K Hold
500
– – 0.02% 224
2018
Q2 		$21K Hold
500
– – 0.02% 238
2018
Q1 		$22K Buy
+500
New +$25.4K 0.02% 231

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Ballew Advisors's IONS Position: Q4 2018 in Review

Ballew Advisors sold out of Ionis Pharmaceuticals (IONS) in Q4 2018, closing a stake of 500 shares — an estimated $24K sold.

Ballew Advisors first reported a position in IONS in Q1 2018 and held it in 3 quarters. The position peaked at $24K in Q3 2018. 329 funds tracked by Wall St. Rank hold IONS as of Q4 2018.

  • Ballew Advisors reported no remaining Ionis Pharmaceuticals position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 500 Ionis Pharmaceuticals shares in Q4 2018, an estimated $24K.
  • Ballew Advisors first reported a position in Ionis Pharmaceuticals in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's Ionis Pharmaceuticals position peaked at $24K in Q3 2018.
  • 329 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.