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IHT Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

IHT Wealth Management’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
Q2 		– Sell
-7,878
Closed -$292K – 773
2022
Q1 		$292K Sell
7,878
-50
-0.6% -$1.64K 0.02% 576
2021
Q4 		$241K Buy
+7,928
New +$250K 0.02% 695
2018
Q2 		– Sell
-100
Closed -$4K – 882
2018
Q1 		$4K Hold
100
– – ﹤0.01% 1386
2017
Q4 		$5K Sell
100
-64
-39% -$3.51K ﹤0.01% 1333
2017
Q3 		$9K Sell
164
-69
-30% -$3.61K ﹤0.01% 986
2017
Q2 		$28 Hold
233
– – 0.01% 674
2017
Q1 		$9K Buy
233
+133
+133% +$5.97K 0.01% 874
2016
Q4 		$5K Buy
+100
New +$3.96K ﹤0.01% 918

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

IHT Wealth Management's IONS Position: Q2 2022 in Review

IHT Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q2 2022, closing a stake of 7,878 shares — an estimated $292K sold.

IHT Wealth Management first reported a position in IONS in Q4 2016 and held it in 8 quarters. The position peaked at $292K in Q1 2022. 349 funds tracked by Wall St. Rank hold IONS as of Q2 2022.

  • IHT Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q2 2022 after selling out during the quarter.
  • IHT Wealth Management sold 7,878 Ionis Pharmaceuticals shares in Q2 2022, an estimated $292K.
  • IHT Wealth Management first reported a position in Ionis Pharmaceuticals in Q4 2016 and held it in 8 quarters.
  • IHT Wealth Management's Ionis Pharmaceuticals position peaked at $292K in Q1 2022.
  • 349 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2022.

Based on IHT Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.