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Cornerstone Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-40,446
Closed -$734K – 731
2018
Q3 		$734K Buy
+40,446
New +$1.9M 0.01% 797

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cornerstone Wealth Management's IONS Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q4 2018, closing a stake of 40,446 shares — an estimated $734K sold.

Cornerstone Wealth Management first reported a position in IONS in Q3 2018 and held it in 1 quarter. The position peaked at $734K in Q3 2018. 329 funds tracked by Wall St. Rank hold IONS as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 40,446 Ionis Pharmaceuticals shares in Q4 2018, an estimated $734K.
  • Cornerstone Wealth Management first reported a position in Ionis Pharmaceuticals in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Ionis Pharmaceuticals position peaked at $734K in Q3 2018.
  • 329 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.