JNBA Financial Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

JNBA Financial 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
2024 Q1	–	Sell	-7	Closed	-$355	–	700
2023 Q4	$355	Hold	7	–	–	﹤0.01%	686
2023 Q3	$318	Buy	+7	New	+$289	﹤0.01%	714
2021 Q1	–	Sell	-2	Closed	–	–	660
2020 Q4	$0	Buy	+2	New	+$100	﹤0.01%	623
2019 Q3	–	Sell	-131	Closed	-$8K	–	642
2019 Q2	$8K	Buy	131 +100	+323%	+$7.07K	﹤0.01%	458
2019 Q1	$3K	Hold	31	–	–	﹤0.01%	488
2018 Q4	$2K	Buy	+31	New	+$1.58K	﹤0.01%	483
2018 Q3	–	Sell	-31	Closed	-$1K	–	592
2018 Q2	$1K	Hold	31	–	–	﹤0.01%	515
2018 Q1	$1K	Hold	31	–	–	﹤0.01%	485
2017 Q4	$2K	Hold	31	–	–	﹤0.01%	450
2017 Q3	$2K	Hold	31	–	–	﹤0.01%	442
2017 Q2	$2K	Hold	31	–	–	﹤0.01%	423
2017 Q1	$1K	Buy	+31	New	+$1.39K	﹤0.01%	451
2016 Q4	–	Sell	-191	Closed	-$7K	–	888
2016 Q3	$7K	Buy	191 +95	+99%	+$2.97K	﹤0.01%	1126
2016 Q2	$2K	Hold	96	–	–	﹤0.01%	468
2016 Q1	$4K	Hold	96	–	–	﹤0.01%	438
2015 Q4	$6K	Hold	96	–	–	﹤0.01%	390
2015 Q3	$4K	Hold	96	–	–	﹤0.01%	429
2015 Q2	$6K	Hold	96	–	–	﹤0.01%	392
2015 Q1	$6K	Hold	96	–	–	﹤0.01%	403
2014 Q4	$6K	Hold	96	–	–	﹤0.01%	399
2014 Q3	$4K	Buy	+96	New	+$3.4K	﹤0.01%	463

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

JNBA Financial Advisors's IONS Position: Q1 2024 in Review

JNBA Financial Advisors sold out of Ionis Pharmaceuticals (IONS) in Q1 2024, closing a stake of 7 shares — an estimated $355 sold.

JNBA Financial Advisors first reported a position in IONS in Q3 2014 and held it in 21 quarters. The position peaked at $8K in Q2 2019. 361 funds tracked by Wall St. Rank hold IONS as of Q1 2024.

JNBA Financial Advisors reported no remaining Ionis Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
JNBA Financial Advisors sold 7 Ionis Pharmaceuticals shares in Q1 2024, an estimated $355.
JNBA Financial Advisors first reported a position in Ionis Pharmaceuticals in Q3 2014 and held it in 21 quarters.
JNBA Financial Advisors's Ionis Pharmaceuticals position peaked at $8K in Q2 2019.
361 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2024.

Based on JNBA Financial Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.