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First Foundation Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

First Foundation 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
2022
Q3 		– Sell
-6,412
Closed -$237K – 399
2022
Q2 		$237K Sell
6,412
-22,718
-78% -$857K 0.01% 348
2022
Q1 		$1.08M Buy
29,130
+1,158
+4% +$37.9K 0.04% 185
2021
Q4 		$851K Sell
27,972
-7,774
-22% -$245K 0.03% 215
2021
Q3 		$1.2M Buy
35,746
+1,297
+4% +$48.9K 0.04% 182
2021
Q2 		$1.37M Buy
34,449
+4,386
+15% +$172K 0.05% 177
2021
Q1 		$1.35M Buy
+30,063
New +$1.68M 0.06% 171

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

First Foundation Advisors's IONS Position: Q3 2022 in Review

First Foundation Advisors sold out of Ionis Pharmaceuticals (IONS) in Q3 2022, closing a stake of 6,412 shares — an estimated $237K sold.

First Foundation Advisors first reported a position in IONS in Q1 2021 and held it in 6 quarters. The position peaked at $1.37M in Q2 2021. 349 funds tracked by Wall St. Rank hold IONS as of Q3 2022.

  • First Foundation Advisors reported no remaining Ionis Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
  • First Foundation Advisors sold 6,412 Ionis Pharmaceuticals shares in Q3 2022, an estimated $237K.
  • First Foundation Advisors first reported a position in Ionis Pharmaceuticals in Q1 2021 and held it in 6 quarters.
  • First Foundation Advisors's Ionis Pharmaceuticals position peaked at $1.37M in Q2 2021.
  • 349 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2022.

Based on First Foundation Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.