Laurie J. Hall Trustee’s Ionis Pharmaceuticals IONS Stock Holding History

Laurie J. Hall Trustee’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
2023 Q1	–	Sell	-115	Closed	-$4K	–	287
2022 Q4	$4K	Sell	115 -70	-38%	-$2.94K	﹤0.01%	265
2022 Q3	$8K	Sell	185 -85	-31%	-$3.58K	﹤0.01%	258
2022 Q2	$10K	Hold	270	–	–	﹤0.01%	264
2022 Q1	$10K	Hold	270	–	–	﹤0.01%	275
2021 Q4	$8K	Hold	270	–	–	﹤0.01%	283
2021 Q3	$9K	Sell	270 -160	-37%	-$6.03K	﹤0.01%	281
2021 Q2	$17K	Sell	430 -550	-56%	-$21.5K	0.01%	264
2021 Q1	$44K	Hold	980	–	–	0.02%	208
2020 Q4	$55K	Hold	980	–	–	0.02%	191
2020 Q3	$47K	Buy	+980	New	+$54.4K	0.02%	179
2019 Q4	$51K	Buy	840 +50	+6%	+$2.98K	0.02%	183
2019 Q3	$47K	Hold	790	–	–	0.02%	178
2019 Q2	$51K	Sell	790 -10	-1%	-$707	0.03%	175
2019 Q1	$65K	Hold	800	–	–	0.03%	165
2018 Q4	$48K	Sell	800 -50	-6%	-$2.55K	0.03%	175
2018 Q3	$44K	Hold	850	–	–	0.02%	194
2018 Q2	$35K	Hold	850	–	–	0.02%	203
2018 Q1	$37K	Hold	850	–	–	0.02%	192
2017 Q4	$43K	Sell	850 -140	-14%	-$7.68K	0.02%	197
2017 Q3	$50.2K	Hold	990	–	–	0.03%	156
2017 Q2	$50.4K	Hold	990	–	–	0.03%	159
2017 Q1	$37.5K	Hold	990	–	–	0.02%	169
2016 Q4	$47K	Buy	+990	New	+$39.2K	0.03%	160
2016 Q2	$30K	Buy	1,200 +680	+131%	+$21.9K	0.02%	181
2016 Q1	$23K	Buy	+520	New	+$21.1K	0.01%	177

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

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

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

TBC

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

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Laurie J. Hall Trustee's IONS Position: Q1 2023 in Review

Laurie J. Hall Trustee sold out of Ionis Pharmaceuticals (IONS) in Q1 2023, closing a stake of 115 shares — an estimated $4K sold.

Laurie J. Hall Trustee first reported a position in IONS in Q1 2016 and held it in 25 quarters. The position peaked at $65K in Q1 2019. 313 funds tracked by Wall St. Rank hold IONS as of Q1 2023.

Laurie J. Hall Trustee reported no remaining Ionis Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
Laurie J. Hall Trustee sold 115 Ionis Pharmaceuticals shares in Q1 2023, an estimated $4K.
Laurie J. Hall Trustee first reported a position in Ionis Pharmaceuticals in Q1 2016 and held it in 25 quarters.
Laurie J. Hall Trustee's Ionis Pharmaceuticals position peaked at $65K in Q1 2019.
313 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2023, filed 7 Apr 2023.