Concord Wealth Partners’s Ionis Pharmaceuticals IONS Stock Holding History

Concord Wealth Partners’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
2023 Q1	–	Sell	-36	Closed	-$1.36K	–	1113
2022 Q4	$1.36K	Buy	+36	New	+$1.51K	﹤0.01%	1013
2022 Q3	–	Sell	-82	Closed	-$3K	–	625
2022 Q2	$3K	Sell	82 -71	-46%	-$2.68K	﹤0.01%	945
2022 Q1	$6K	Sell	153 -300	-66%	-$9.82K	﹤0.01%	873
2021 Q4	$14K	Buy	453 +336	+287%	+$10.6K	﹤0.01%	714
2021 Q3	$4K	Sell	117 -300	-72%	-$11.3K	﹤0.01%	630
2021 Q2	$17K	Hold	417	–	–	﹤0.01%	537
2021 Q1	$19K	Buy	417 +117	+39%	+$6.53K	0.01%	482
2020 Q4	$17K	Buy	+300	New	+$14.9K	0.01%	327

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 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

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

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Concord Wealth Partners's IONS Position: Q1 2023 in Review

Concord Wealth Partners sold out of Ionis Pharmaceuticals (IONS) in Q1 2023, closing a stake of 36 shares — an estimated $1.36K sold.

Concord Wealth Partners first reported a position in IONS in Q4 2020 and held it in 8 quarters. The position peaked at $19K in Q1 2021. 313 funds tracked by Wall St. Rank hold IONS as of Q1 2023.

Concord Wealth Partners reported no remaining Ionis Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 36 Ionis Pharmaceuticals shares in Q1 2023, an estimated $1.36K.
Concord Wealth Partners first reported a position in Ionis Pharmaceuticals in Q4 2020 and held it in 8 quarters.
Concord Wealth Partners's Ionis Pharmaceuticals position peaked at $19K in Q1 2021.
313 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.