FinTrust Capital Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

FinTrust Capital Advisors’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 Q2	–	Sell	-732	Closed	-$35K	–	1104
2020 Q1	$35K	Hold	732	–	–	0.02%	510
2019 Q4	$44K	Hold	732	–	–	0.02%	464
2019 Q3	$44K	Buy	732 +71	+11%	+$4.63K	0.02%	473
2019 Q2	$42K	Buy	661 +107	+19%	+$7.56K	0.02%	446
2019 Q1	$45K	Hold	554	–	–	0.02%	412
2018 Q4	$30K	Buy	+554	New	+$28.3K	0.01%	487

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

FinTrust Capital Advisors's IONS Position: Q2 2020 in Review

FinTrust Capital Advisors sold out of Ionis Pharmaceuticals (IONS) in Q2 2020, closing a stake of 732 shares — an estimated $35K sold.

FinTrust Capital Advisors first reported a position in IONS in Q4 2018 and held it in 6 quarters. The position peaked at $45K in Q1 2019. 375 funds tracked by Wall St. Rank hold IONS as of Q2 2020.

FinTrust Capital Advisors reported no remaining Ionis Pharmaceuticals position as of Q2 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 732 Ionis Pharmaceuticals shares in Q2 2020, an estimated $35K.
FinTrust Capital Advisors first reported a position in Ionis Pharmaceuticals in Q4 2018 and held it in 6 quarters.
FinTrust Capital Advisors's Ionis Pharmaceuticals position peaked at $45K in Q1 2019.
375 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2020.

Based on FinTrust Capital Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.