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Beacon Pointe Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Beacon Pointe 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
Q2 		– Sell
-7,055
Closed -$261K – 1141
2022
Q1 		$261K Buy
+7,055
New +$231K ﹤0.01% 1031

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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Beacon Pointe Advisors's IONS Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of Ionis Pharmaceuticals (IONS) in Q2 2022, closing a stake of 7,055 shares — an estimated $261K sold.

Beacon Pointe Advisors first reported a position in IONS in Q1 2022 and held it in 1 quarter. The position peaked at $261K in Q1 2022. 349 funds tracked by Wall St. Rank hold IONS as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining Ionis Pharmaceuticals position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 7,055 Ionis Pharmaceuticals shares in Q2 2022, an estimated $261K.
  • Beacon Pointe Advisors first reported a position in Ionis Pharmaceuticals in Q1 2022 and held it in 1 quarter.
  • Beacon Pointe Advisors's Ionis Pharmaceuticals position peaked at $261K in Q1 2022.
  • 349 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.