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Elite Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Elite 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
2014
Q1 		– Sell
-5,683
Closed -$226K – 500
2013
Q4 		$226K Buy
5,683
+83
+1% +$2.96K 0.17% 70
2013
Q3 		$210K Buy
+5,600
New +$167K 0.19% 74

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Elite Wealth Management's IONS Position: Q1 2014 in Review

Elite Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q1 2014, closing a stake of 5,683 shares — an estimated $226K sold.

Elite Wealth Management first reported a position in IONS in Q3 2013 and held it in 2 quarters. The position peaked at $226K in Q4 2013. 234 funds tracked by Wall St. Rank hold IONS as of Q1 2014.

  • Elite Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 5,683 Ionis Pharmaceuticals shares in Q1 2014, an estimated $226K.
  • Elite Wealth Management first reported a position in Ionis Pharmaceuticals in Q3 2013 and held it in 2 quarters.
  • Elite Wealth Management's Ionis Pharmaceuticals position peaked at $226K in Q4 2013.
  • 234 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.