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Lowe Wealth Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Lowe Wealth 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
2020
Q2 		– Sell
-20
Closed -$1K – 285
2020
Q1 		$1K Buy
20
+10
+100% +$557 ﹤0.01% 270
2019
Q4 		$1K Buy
+10
New +$596 ﹤0.01% 271

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Lowe Wealth Advisors's IONS Position: Q2 2020 in Review

Lowe Wealth Advisors sold out of Ionis Pharmaceuticals (IONS) in Q2 2020, closing a stake of 20 shares — an estimated $1K sold.

Lowe Wealth Advisors first reported a position in IONS in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 375 funds tracked by Wall St. Rank hold IONS as of Q2 2020.

  • Lowe Wealth Advisors reported no remaining Ionis Pharmaceuticals position as of Q2 2020 after selling out during the quarter.
  • Lowe Wealth Advisors sold 20 Ionis Pharmaceuticals shares in Q2 2020, an estimated $1K.
  • Lowe Wealth Advisors first reported a position in Ionis Pharmaceuticals in Q4 2019 and held it in 2 quarters.
  • Lowe Wealth Advisors's Ionis Pharmaceuticals position peaked at $1K in Q1 2020.
  • 375 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2020.

Based on Lowe Wealth Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.