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CoreCap Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

CoreCap 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
2026
Q2 		$29.3K Hold
370
– – ﹤0.01% 1643
2026
Q1 		$27.8K Hold
370
– – ﹤0.01% 1540
2025
Q4 		$29.3K Buy
370
+325
+722% +$24.5K ﹤0.01% 1531
2025
Q3 		$2.94K Hold
45
– – ﹤0.01% 2300
2025
Q2 		$1.78K Sell
45
-7
-13% -$229 ﹤0.01% 2328
2025
Q1 		$1.57K Buy
52
+7
+16% +$229 ﹤0.01% 2428
2024
Q4 		$1.57K Buy
45
+19
+73% +$710 ﹤0.01% 2286
2024
Q3 		$1.04K Buy
+26
New +$1.21K ﹤0.01% 2266
2024
Q2 		– Sell
-26
Closed -$1.13K – 2086
2024
Q1 		$1.13K Buy
+26
New +$1.24K ﹤0.01% 2208
2022
Q4 		$982 Buy
+26
New +$1.09K ﹤0.01% 2057
2022
Q3 		– Sell
-64
Closed -$2K – 1276
2022
Q2 		$2K Buy
+64
New +$2.41K ﹤0.01% 1872
2022
Q1 		– Sell
-102
Closed -$3K – 1277
2021
Q4 		$3K Buy
+102
New +$3.21K ﹤0.01% 1875

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