Beaird Harris Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Beaird Harris Wealth Management’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
2024 Q3	–	Sell	-5,000	Closed	-$238K	–	618
2024 Q2	$238K	Hold	5,000	–	–	0.02%	117
2024 Q1	$217K	Hold	5,000	–	–	0.02%	109
2023 Q4	$253K	Hold	5,000	–	–	0.03%	101
2023 Q3	$227K	Hold	5,000	–	–	0.03%	92
2023 Q2	$205K	Hold	5,000	–	–	0.02%	94
2023 Q1	$179K	Sell	5,000 -62	-1%	-$2.33K	0.03%	90
2022 Q4	$191K	Buy	5,062 +62	+1%	+$2.61K	0.04%	90
2022 Q3	$221K	Buy	+5,000	New	+$211K	0.05%	75
2022 Q2	–	Sell	-5,000	Closed	-$185K	–	504
2022 Q1	$185K	Hold	5,000	–	–	0.07%	89
2021 Q4	$152K	Buy	+5,000	New	+$157K	0.06%	127

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

TBC

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

Beaird Harris Wealth Management's IONS Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q3 2024, closing a stake of 5,000 shares — an estimated $238K sold.

Beaird Harris Wealth Management first reported a position in IONS in Q4 2021 and held it in 10 quarters. The position peaked at $253K in Q4 2023. 353 funds tracked by Wall St. Rank hold IONS as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 5,000 Ionis Pharmaceuticals shares in Q3 2024, an estimated $238K.
Beaird Harris Wealth Management first reported a position in Ionis Pharmaceuticals in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's Ionis Pharmaceuticals position peaked at $253K in Q4 2023.
353 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.