Heritage Wealth Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Heritage Wealth 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 Q1	–	Sell	-334	Closed	-$10K	–	547
2021 Q4	$10K	Hold	334	–	–	﹤0.01%	450
2021 Q3	$11.2K	Hold	334	–	–	﹤0.01%	434
2021 Q2	$13.3K	Hold	334	–	–	﹤0.01%	437
2021 Q1	$15K	Sell	334 -333	-50%	-$18.6K	﹤0.01%	447
2020 Q4	$38K	Buy	667 +333	+100%	+$16.6K	﹤0.01%	352
2020 Q3	$15.8K	Buy	+334	New	+$18.6K	﹤0.01%	373

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Heritage Wealth Advisors's IONS Position: Q1 2022 in Review

Heritage Wealth Advisors sold out of Ionis Pharmaceuticals (IONS) in Q1 2022, closing a stake of 334 shares — an estimated $10K sold.

Heritage Wealth Advisors first reported a position in IONS in Q3 2020 and held it in 6 quarters. The position peaked at $38K in Q4 2020. 332 funds tracked by Wall St. Rank hold IONS as of Q1 2022.

Heritage Wealth Advisors reported no remaining Ionis Pharmaceuticals position as of Q1 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 334 Ionis Pharmaceuticals shares in Q1 2022, an estimated $10K.
Heritage Wealth Advisors first reported a position in Ionis Pharmaceuticals in Q3 2020 and held it in 6 quarters.
Heritage Wealth Advisors's Ionis Pharmaceuticals position peaked at $38K in Q4 2020.
332 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2022.

Based on Heritage Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.