Berman Capital Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Berman Capital 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
2021 Q3	$40K	Buy	1,220 +917	+303%	+$34.6K	0.01%	763
2021 Q2	$11K	Buy	303 +110	+57%	+$4.31K	﹤0.01%	1111
2021 Q1	$8K	Buy	193 +12	+7%	+$669	﹤0.01%	1105
2020 Q4	$10K	Buy	181 +70	+63%	+$3.49K	﹤0.01%	920
2020 Q3	$5K	Buy	111 +91	+455%	+$5.05K	﹤0.01%	1040
2020 Q2	$1K	Buy	+20	New	+$1.11K	﹤0.01%	1441
2020 Q1	–	Sell	-67	Closed	-$4K	–	1561
2019 Q4	$4K	Sell	67 -31	-32%	-$1.85K	﹤0.01%	1026
2019 Q3	$5K	Buy	98 +79	+416%	+$5.15K	﹤0.01%	942
2019 Q2	$1K	Sell	19 -67	-78%	-$4.74K	﹤0.01%	1335
2019 Q1	$6K	Buy	+86	New	+$5.55K	﹤0.01%	817

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's IONS Position: Q3 2021 in Review

Berman Capital Advisors increased its Ionis Pharmaceuticals (IONS) stake by 303% in Q3 2021, buying an estimated $34.6K and bringing the position to 1,220 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #763.

Berman Capital Advisors first reported a position in IONS in Q1 2019 and has held it in 10 quarters since. 325 funds tracked by Wall St. Rank hold IONS as of Q3 2021.

Berman Capital Advisors held 1,220 shares of Ionis Pharmaceuticals worth $40K as of Q3 2021.
Berman Capital Advisors bought 917 Ionis Pharmaceuticals shares in Q3 2021, an estimated $34.6K.
Ionis Pharmaceuticals made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #763 holding.
Berman Capital Advisors first reported a position in Ionis Pharmaceuticals in Q1 2019 and has held it in 10 quarters since.
325 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.