Level Four Advisory Services’s Ionis Pharmaceuticals IONS Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-4,396	Closed	-$222K	–	811
2024 Q1	$222K	Buy	4,396 +94	+2%	+$4.48K	0.01%	692
2023 Q4	$218K	Buy	+4,302	New	+$206K	0.01%	695

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

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

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Level Four Advisory Services's IONS Position: Q2 2024 in Review

Level Four Advisory Services sold out of Ionis Pharmaceuticals (IONS) in Q2 2024, closing a stake of 4,396 shares — an estimated $222K sold.

Level Four Advisory Services first reported a position in IONS in Q4 2023 and held it in 2 quarters. The position peaked at $222K in Q1 2024. 356 funds tracked by Wall St. Rank hold IONS as of Q2 2024.

Level Four Advisory Services reported no remaining Ionis Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 4,396 Ionis Pharmaceuticals shares in Q2 2024, an estimated $222K.
Level Four Advisory Services first reported a position in Ionis Pharmaceuticals in Q4 2023 and held it in 2 quarters.
Level Four Advisory Services's Ionis Pharmaceuticals position peaked at $222K in Q1 2024.
356 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.