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IAG Wealth Partners’s Ionis Pharmaceuticals IONS Stock Holding History

IAG Wealth Partners’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
2021
Q4 		– Sell
-135
Closed -$5K – 411
2021
Q3 		$5K Hold
135
– – ﹤0.01% 328
2021
Q2 		$6K Buy
+135
New +$5.29K ﹤0.01% 306

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

IAG Wealth Partners's IONS Position: Q4 2021 in Review

IAG Wealth Partners sold out of Ionis Pharmaceuticals (IONS) in Q4 2021, closing a stake of 135 shares — an estimated $5K sold.

IAG Wealth Partners first reported a position in IONS in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 340 funds tracked by Wall St. Rank hold IONS as of Q4 2021.

  • IAG Wealth Partners reported no remaining Ionis Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 135 Ionis Pharmaceuticals shares in Q4 2021, an estimated $5K.
  • IAG Wealth Partners first reported a position in Ionis Pharmaceuticals in Q2 2021 and held it in 2 quarters.
  • IAG Wealth Partners's Ionis Pharmaceuticals position peaked at $6K in Q2 2021.
  • 340 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2021.

Based on IAG Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.