Evoke Wealth’s Ionis Pharmaceuticals IONS Stock Holding History

Evoke Wealth’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 Q1	–	Sell	-927	Closed	-$56K	–	1245
2019 Q4	$56K	Buy	927 +242	+35%	+$14.4K	0.01%	390
2019 Q3	$41K	Buy	+685	New	+$44.6K	0.01%	507

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evoke Wealth's IONS Position: Q1 2020 in Review

Evoke Wealth sold out of Ionis Pharmaceuticals (IONS) in Q1 2020, closing a stake of 927 shares — an estimated $56K sold.

Evoke Wealth first reported a position in IONS in Q3 2019 and held it in 2 quarters. The position peaked at $56K in Q4 2019. 362 funds tracked by Wall St. Rank hold IONS as of Q1 2020.

Evoke Wealth reported no remaining Ionis Pharmaceuticals position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 927 Ionis Pharmaceuticals shares in Q1 2020, an estimated $56K.
Evoke Wealth first reported a position in Ionis Pharmaceuticals in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Ionis Pharmaceuticals position peaked at $56K in Q4 2019.
362 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.