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CSat Investment Advisory’s Ionis Pharmaceuticals IONS Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-486
Closed -$23K – 738
2020
Q3 		$23K Buy
486
+60
+14% +$3.33K ﹤0.01% 825
2020
Q2 		$25K Sell
426
-854
-67% -$47.5K ﹤0.01% 784
2020
Q1 		$61K Sell
1,280
-300
-19% -$16.7K 0.01% 473
2019
Q4 		$95K Sell
1,580
-244
-13% -$14.5K 0.03% 377
2019
Q3 		$109K Buy
1,824
+328
+22% +$21.4K 0.03% 300
2019
Q2 		$96K Buy
+1,496
New +$106K 0.03% 304

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

CSat Investment Advisory's IONS Position: Q4 2020 in Review

CSat Investment Advisory sold out of Ionis Pharmaceuticals (IONS) in Q4 2020, closing a stake of 486 shares — an estimated $23K sold.

CSat Investment Advisory first reported a position in IONS in Q2 2019 and held it in 6 quarters. The position peaked at $109K in Q3 2019. 383 funds tracked by Wall St. Rank hold IONS as of Q4 2020.

  • CSat Investment Advisory reported no remaining Ionis Pharmaceuticals position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 486 Ionis Pharmaceuticals shares in Q4 2020, an estimated $23K.
  • CSat Investment Advisory first reported a position in Ionis Pharmaceuticals in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Ionis Pharmaceuticals position peaked at $109K in Q3 2019.
  • 383 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.