Harel Insurance Investments & Financial Services’s Ionis Pharmaceuticals IONS Stock Holding History

Harel Insurance Investments & 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
2020 Q3	–	Sell	-892	Closed	-$53K	–	668
2020 Q2	$53K	Hold	892	–	–	﹤0.01%	395
2020 Q1	$42K	Sell	892 -186	-17%	-$10.4K	﹤0.01%	284
2019 Q4	$65K	Buy	1,078 +913	+553%	+$54.4K	﹤0.01%	341
2019 Q3	$10K	Buy	+165	New	+$10.8K	﹤0.01%	444
2018 Q1	–	Sell	-530	Closed	-$27K	–	470
2017 Q4	$27K	Buy	+530	New	+$29.1K	﹤0.01%	382

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Harel Insurance Investments & Financial Services's IONS Position: Q3 2020 in Review

Harel Insurance Investments & Financial Services sold out of Ionis Pharmaceuticals (IONS) in Q3 2020, closing a stake of 892 shares — an estimated $53K sold.

Harel Insurance Investments & Financial Services first reported a position in IONS in Q4 2017 and held it in 5 quarters. The position peaked at $65K in Q4 2019. 368 funds tracked by Wall St. Rank hold IONS as of Q3 2020.

Harel Insurance Investments & Financial Services reported no remaining Ionis Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 892 Ionis Pharmaceuticals shares in Q3 2020, an estimated $53K.
Harel Insurance Investments & Financial Services first reported a position in Ionis Pharmaceuticals in Q4 2017 and held it in 5 quarters.
Harel Insurance Investments & Financial Services's Ionis Pharmaceuticals position peaked at $65K in Q4 2019.
368 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2020, filed 20 Oct 2020.