Liberty Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Liberty Wealth Management’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	-44	Closed	-$1K	–	617
2021 Q3	$1K	Hold	44	–	–	﹤0.01%	1121
2021 Q2	$2K	Hold	44	–	–	﹤0.01%	924
2021 Q1	$2K	Hold	44	–	–	﹤0.01%	817
2020 Q4	$2K	Hold	44	–	–	﹤0.01%	814
2020 Q3	$2K	Hold	44	–	–	﹤0.01%	763
2020 Q2	$3K	Sell	44 -223	-84%	-$12.4K	﹤0.01%	694
2020 Q1	$13K	Buy	267 +55	+26%	+$3.07K	0.01%	423
2019 Q4	$13K	Sell	212 -54	-20%	-$3.22K	0.01%	495
2019 Q3	$16K	Hold	266	–	–	0.02%	427
2019 Q2	$17K	Buy	266 +59	+29%	+$4.17K	0.01%	437
2019 Q1	$16K	Buy	207 +32	+18%	+$2.06K	0.01%	374
2018 Q4	$9K	Buy	+175	New	+$8.93K	0.01%	445

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Liberty Wealth Management's IONS Position: Q4 2021 in Review

Liberty Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q4 2021, closing a stake of 44 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in IONS in Q4 2018 and held it in 12 quarters. The position peaked at $17K in Q2 2019. 340 funds tracked by Wall St. Rank hold IONS as of Q4 2021.

Liberty Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 44 Ionis Pharmaceuticals shares in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in Ionis Pharmaceuticals in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Ionis Pharmaceuticals position peaked at $17K in Q2 2019.
340 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.