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First Personal Financial Services’s Ionis Pharmaceuticals IONS Stock Holding History

First Personal Financial Services’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
2018
Q3 		– Sell
-76
Closed -$3K – 683
2018
Q2 		$3K Sell
76
-5
-6% -$222 ﹤0.01% 620
2018
Q1 		$4K Hold
81
– – ﹤0.01% 936
2017
Q4 		$4K Buy
+81
New +$4.44K ﹤0.01% 924

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

First Personal Financial Services's IONS Position: Q3 2018 in Review

First Personal Financial Services sold out of Ionis Pharmaceuticals (IONS) in Q3 2018, closing a stake of 76 shares — an estimated $3K sold.

First Personal Financial Services first reported a position in IONS in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q1 2018. 322 funds tracked by Wall St. Rank hold IONS as of Q3 2018.

  • First Personal Financial Services reported no remaining Ionis Pharmaceuticals position as of Q3 2018 after selling out during the quarter.
  • First Personal Financial Services sold 76 Ionis Pharmaceuticals shares in Q3 2018, an estimated $3K.
  • First Personal Financial Services first reported a position in Ionis Pharmaceuticals in Q4 2017 and held it in 3 quarters.
  • First Personal Financial Services's Ionis Pharmaceuticals position peaked at $4K in Q1 2018.
  • 322 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2018.

Based on First Personal Financial Services's 13F filing for Q3 2018, filed 1 Nov 2018.