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Center for Financial Planning’s Ionis Pharmaceuticals IONS Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-135
Closed -$6K – 518
2021
Q1 		$6K Hold
135
– – ﹤0.01% 433
2020
Q4 		$8K Hold
135
– – ﹤0.01% 358
2020
Q3 		$6K Hold
135
– – ﹤0.01% 348
2020
Q2 		$8K Hold
135
– – ﹤0.01% 325
2020
Q1 		$6K Hold
135
– – ﹤0.01% 387
2019
Q4 		$8K Buy
+135
New +$8.04K ﹤0.01% 326

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BG
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Center for Financial Planning's IONS Position: Q2 2021 in Review

Center for Financial Planning sold out of Ionis Pharmaceuticals (IONS) in Q2 2021, closing a stake of 135 shares — an estimated $6K sold.

Center for Financial Planning first reported a position in IONS in Q4 2019 and held it in 6 quarters. The position peaked at $8K in Q4 2020. 337 funds tracked by Wall St. Rank hold IONS as of Q2 2021.

  • Center for Financial Planning reported no remaining Ionis Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Center for Financial Planning sold 135 Ionis Pharmaceuticals shares in Q2 2021, an estimated $6K.
  • Center for Financial Planning first reported a position in Ionis Pharmaceuticals in Q4 2019 and held it in 6 quarters.
  • Center for Financial Planning's Ionis Pharmaceuticals position peaked at $8K in Q4 2020.
  • 337 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2021.

Based on Center for Financial Planning's 13F filing for Q2 2021, filed 29 Jul 2021.