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Capital Advisors Ltd’s Ionis Pharmaceuticals IONS Stock Holding History

Capital Advisors Ltd’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
2026
Q2 		$23K Hold
295
– – ﹤0.01% 659
2026
Q1 		$22K Hold
295
– – ﹤0.01% 645
2025
Q4 		$23K Hold
295
– – ﹤0.01% 623
2025
Q3 		$19K Hold
295
– – ﹤0.01% 660
2025
Q2 		$12K Buy
+295
New +$9.65K ﹤0.01% 744
2025
Q1 		– Sell
-179
Closed -$6K – 1455
2024
Q4 		$6K Buy
+179
New +$6.69K ﹤0.01% 909
2024
Q2 		– Sell
-7
Closed – – 1510
2024
Q1 		$0 Buy
+7
New +$334 ﹤0.01% 1453
2023
Q1 		– Sell
-63
Closed -$2K – 1368
2022
Q4 		$2K Buy
63
+59
+1,475% +$2.48K ﹤0.01% 863
2022
Q3 		$0 Buy
+4
New +$169 ﹤0.01% 1353

Other funds holding IONS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return