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Milestone Wealth’s Ionis Pharmaceuticals IONS Stock Holding History

Milestone Wealth’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
2022
Q3 		$6K Hold
133
– – 0.01% 191
2022
Q2 		$5K Hold
133
– – 0.01% 200
2022
Q1 		$4K Hold
133
– – ﹤0.01% 237
2021
Q4 		$4K Buy
+133
New +$4.19K ﹤0.01% 237

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $153B AUM 38.14% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

Milestone Wealth's IONS Position: Q3 2022 in Review

Milestone Wealth held its Ionis Pharmaceuticals (IONS) position steady in Q3 2022 at 133 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #191.

Milestone Wealth first reported a position in IONS in Q4 2021 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold IONS as of Q3 2022.

  • Milestone Wealth held 133 shares of Ionis Pharmaceuticals worth $6K as of Q3 2022.
  • Milestone Wealth left its Ionis Pharmaceuticals share count unchanged in Q3 2022.
  • Ionis Pharmaceuticals made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #191 holding.
  • Milestone Wealth first reported a position in Ionis Pharmaceuticals in Q4 2021 and has held it in 4 quarters since.
  • 350 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.