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Gideon Capital Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Gideon 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
2019
Q4 		– Sell
-4,111
Closed -$246K – 328
2019
Q3 		$246K Buy
+4,111
New +$268K 0.08% 257
2018
Q2 		– Sell
-13,408
Closed -$591K – 428
2018
Q1 		$591K Buy
13,408
+5,270
+65% +$268K 0.37% 86
2017
Q4 		$409K Buy
8,138
+3,354
+70% +$184K 0.36% 80
2017
Q3 		$243K Sell
4,784
-2,902
-38% -$152K 0.24% 202
2017
Q2 		$391K Buy
+7,686
New +$358K 0.43% 84
2017
Q1 		– Sell
-5,988
Closed -$287K – 452
2016
Q4 		$287K Buy
+5,988
New +$237K 0.18% 271

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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

Gideon Capital Advisors's IONS Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Ionis Pharmaceuticals (IONS) in Q4 2019, closing a stake of 4,111 shares — an estimated $246K sold.

Gideon Capital Advisors first reported a position in IONS in Q4 2016 and held it in 6 quarters. The position peaked at $591K in Q1 2018. 391 funds tracked by Wall St. Rank hold IONS as of Q4 2019.

  • Gideon Capital Advisors reported no remaining Ionis Pharmaceuticals position as of Q4 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 4,111 Ionis Pharmaceuticals shares in Q4 2019, an estimated $246K.
  • Gideon Capital Advisors first reported a position in Ionis Pharmaceuticals in Q4 2016 and held it in 6 quarters.
  • Gideon Capital Advisors's Ionis Pharmaceuticals position peaked at $591K in Q1 2018.
  • 391 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.