Heritage Wealth Management (Arizona)’s Ionis Pharmaceuticals IONS Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$34K	Buy	900 +224	+33%	+$9.42K	﹤0.01%	563
2022 Q3	$30K	Hold	676	–	–	0.01%	469
2022 Q2	$25K	Hold	676	–	–	0.01%	507
2022 Q1	$25K	Buy	+676	New	+$22.1K	0.01%	562
2021 Q3	$15K	Hold	450	–	–	0.01%	598
2021 Q2	$18K	Hold	450	–	–	0.01%	574
2021 Q1	$20K	Buy	+450	New	+$25.1K	0.01%	490

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

TBC

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

AIM

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

Heritage Wealth Management (Arizona)'s IONS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Ionis Pharmaceuticals (IONS) stake by 33% in Q4 2022, buying an estimated $9.42K and bringing the position to 900 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Heritage Wealth Management (Arizona) first reported a position in IONS in Q1 2021 and has held it in 7 quarters since. 338 funds tracked by Wall St. Rank hold IONS as of Q4 2022.

Heritage Wealth Management (Arizona) held 900 shares of Ionis Pharmaceuticals worth $34K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 224 Ionis Pharmaceuticals shares in Q4 2022, an estimated $9.42K.
Ionis Pharmaceuticals made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #563 holding.
Heritage Wealth Management (Arizona) first reported a position in Ionis Pharmaceuticals in Q1 2021 and has held it in 7 quarters since.
338 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.