BDO Wealth Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

BDO 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
2022 Q4	–	Sell	-33	Closed	-$1K	–	1049
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	979
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	983
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	999
2021 Q4	$1K	Hold	33	–	–	﹤0.01%	1022
2021 Q3	$1K	Hold	33	–	–	﹤0.01%	1006
2021 Q2	$1K	Hold	33	–	–	﹤0.01%	1054
2021 Q1	$1K	Hold	33	–	–	﹤0.01%	1078
2020 Q4	$2K	Hold	33	–	–	﹤0.01%	768
2020 Q3	$2K	Hold	33	–	–	﹤0.01%	691
2020 Q2	$2K	Hold	33	–	–	﹤0.01%	629
2020 Q1	$2K	Buy	+33	New	+$1.84K	﹤0.01%	676

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BDO Wealth Advisors's IONS Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Ionis Pharmaceuticals (IONS) in Q4 2022, closing a stake of 33 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in IONS in Q1 2020 and held it in 11 quarters. The position peaked at $2K in Q4 2020. 338 funds tracked by Wall St. Rank hold IONS as of Q4 2022.

BDO Wealth Advisors reported no remaining Ionis Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 33 Ionis Pharmaceuticals shares in Q4 2022, an estimated $1K.
BDO Wealth Advisors first reported a position in Ionis Pharmaceuticals in Q1 2020 and held it in 11 quarters.
BDO Wealth Advisors's Ionis Pharmaceuticals position peaked at $2K in Q4 2020.
338 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.