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JFS Wealth Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

JFS 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
2021
Q4 		– Sell
-75
Closed -$3K – 1789
2021
Q3 		$3K Buy
+75
New +$2.83K ﹤0.01% 747

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

JFS Wealth Advisors's IONS Position: Q4 2021 in Review

JFS Wealth Advisors sold out of Ionis Pharmaceuticals (IONS) in Q4 2021, closing a stake of 75 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in IONS in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 340 funds tracked by Wall St. Rank hold IONS as of Q4 2021.

  • JFS Wealth Advisors reported no remaining Ionis Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
  • JFS Wealth Advisors sold 75 Ionis Pharmaceuticals shares in Q4 2021, an estimated $3K.
  • JFS Wealth Advisors first reported a position in Ionis Pharmaceuticals in Q3 2021 and held it in 1 quarter.
  • JFS Wealth Advisors's Ionis Pharmaceuticals position peaked at $3K in Q3 2021.
  • 340 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2021.

Based on JFS Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.