Global Wealth Management Investment Advisory’s Ionis Pharmaceuticals IONS Stock Holding History

Global Wealth Management Investment Advisory’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	-80	Closed	-$3K	–	296
2022 Q2	$3K	Hold	80	–	–	﹤0.01%	382
2022 Q1	$3K	Hold	80	–	–	﹤0.01%	393
2021 Q4	$2K	Hold	80	–	–	﹤0.01%	404
2021 Q3	$3K	Hold	80	–	–	﹤0.01%	392
2021 Q2	$3K	Hold	80	–	–	﹤0.01%	370
2021 Q1	$4K	Hold	80	–	–	﹤0.01%	372
2020 Q4	$5K	Hold	80	–	–	﹤0.01%	332
2020 Q3	$4K	Hold	80	–	–	﹤0.01%	343
2020 Q2	$5K	Hold	80	–	–	﹤0.01%	427
2020 Q1	$4K	Hold	80	–	–	﹤0.01%	435
2019 Q4	$5K	Hold	80	–	–	﹤0.01%	431
2019 Q3	$5K	Hold	80	–	–	﹤0.01%	401
2019 Q2	$5K	Hold	80	–	–	﹤0.01%	440
2019 Q1	$6K	Buy	+80	New	+$5.16K	﹤0.01%	427

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Global Wealth Management Investment Advisory's IONS Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Ionis Pharmaceuticals (IONS) in Q3 2022, closing a stake of 80 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in IONS in Q1 2019 and held it in 14 quarters. The position peaked at $6K in Q1 2019. 350 funds tracked by Wall St. Rank hold IONS as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Ionis Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 80 Ionis Pharmaceuticals shares in Q3 2022, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in Ionis Pharmaceuticals in Q1 2019 and held it in 14 quarters.
Global Wealth Management Investment Advisory's Ionis Pharmaceuticals position peaked at $6K in Q1 2019.
350 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.