Bridgeworth’s Ionis Pharmaceuticals IONS Stock Holding History

Bridgeworth’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 Q3	–	Sell	-250	Closed	-$10K	–	319
2018 Q2	$10K	Buy	+250	New	+$11.1K	﹤0.01%	444

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bridgeworth's IONS Position: Q3 2018 in Review

Bridgeworth sold out of Ionis Pharmaceuticals (IONS) in Q3 2018, closing a stake of 250 shares — an estimated $10K sold.

Bridgeworth first reported a position in IONS in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 322 funds tracked by Wall St. Rank hold IONS as of Q3 2018.

Bridgeworth reported no remaining Ionis Pharmaceuticals position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 250 Ionis Pharmaceuticals shares in Q3 2018, an estimated $10K.
Bridgeworth first reported a position in Ionis Pharmaceuticals in Q2 2018 and held it in 1 quarter.
Bridgeworth's Ionis Pharmaceuticals position peaked at $10K in Q2 2018.
322 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.