Ellevest Inc’s Ionis Pharmaceuticals IONS Stock Holding History

Ellevest Inc’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
2022 Q4	–	Sell	-32	Closed	-$1K	–	1902
2022 Q3	$1K	Buy	+32	New	+$1.35K	﹤0.01%	1469
2020 Q4	–	Sell	-38	Closed	-$2K	–	1266
2020 Q3	$2K	Buy	38 +6	+19%	+$333	﹤0.01%	907
2020 Q2	$2K	Hold	32	–	–	﹤0.01%	886
2020 Q1	$2K	Buy	+32	New	+$1.78K	﹤0.01%	773

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Ellevest Inc's IONS Position: Q4 2022 in Review

Ellevest Inc sold out of Ionis Pharmaceuticals (IONS) in Q4 2022, closing a stake of 32 shares — an estimated $1K sold.

Ellevest Inc first reported a position in IONS in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2020. 338 funds tracked by Wall St. Rank hold IONS as of Q4 2022.

Ellevest Inc reported no remaining Ionis Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
Ellevest Inc sold 32 Ionis Pharmaceuticals shares in Q4 2022, an estimated $1K.
Ellevest Inc first reported a position in Ionis Pharmaceuticals in Q1 2020 and held it in 4 quarters.
Ellevest Inc's Ionis Pharmaceuticals position peaked at $2K in Q3 2020.
338 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.