Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Ionis Pharmaceuticals IONS Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-100
Closed -$4.54K – 260
2023
Q3 		$4.54K Buy
+100
New +$4.13K ﹤0.01% 394

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Legacy Financial Group (Iowa)'s IONS Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Ionis Pharmaceuticals (IONS) in Q4 2023, closing a stake of 100 shares — an estimated $4.54K sold.

Legacy Financial Group (Iowa) first reported a position in IONS in Q3 2023 and held it in 1 quarter. The position peaked at $4.54K in Q3 2023. 363 funds tracked by Wall St. Rank hold IONS as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Ionis Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 100 Ionis Pharmaceuticals shares in Q4 2023, an estimated $4.54K.
  • Legacy Financial Group (Iowa) first reported a position in Ionis Pharmaceuticals in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Ionis Pharmaceuticals position peaked at $4.54K in Q3 2023.
  • 363 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.