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Loring Wolcott & Coolidge Fiduciary Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-45
Closed -$2K – 847
2021
Q2 		$2K Buy
+45
New +$1.76K ﹤0.01% 862
2017
Q4 		– Sell
-500
Closed -$25K – 800
2017
Q3 		$25K Buy
+500
New +$26.2K ﹤0.01% 483

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IONS Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Ionis Pharmaceuticals (IONS) in Q3 2021, closing a stake of 45 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IONS in Q3 2017 and held it in 2 quarters. The position peaked at $25K in Q3 2017. 325 funds tracked by Wall St. Rank hold IONS as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Ionis Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 45 Ionis Pharmaceuticals shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Ionis Pharmaceuticals in Q3 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Ionis Pharmaceuticals position peaked at $25K in Q3 2017.
  • 325 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.