NewEdge Wealth’s Ionis Pharmaceuticals IONS Stock Holding History

NewEdge 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 Q4	–	Sell	-5,854	Closed	-$259K	–	558
2022 Q3	$259K	Sell	5,854 -1,461	-20%	-$61.6K	0.01%	453
2022 Q2	$271K	Buy	+7,315	New	+$276K	0.01%	483
2021 Q2	–	Sell	-8,224	Closed	-$370K	–	295
2021 Q1	$370K	Buy	+8,224	New	+$459K	0.04%	242

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

NewEdge Wealth's IONS Position: Q4 2022 in Review

NewEdge Wealth sold out of Ionis Pharmaceuticals (IONS) in Q4 2022, closing a stake of 5,854 shares — an estimated $259K sold.

NewEdge Wealth first reported a position in IONS in Q1 2021 and held it in 3 quarters. The position peaked at $370K in Q1 2021. 338 funds tracked by Wall St. Rank hold IONS as of Q4 2022.

NewEdge Wealth reported no remaining Ionis Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
NewEdge Wealth sold 5,854 Ionis Pharmaceuticals shares in Q4 2022, an estimated $259K.
NewEdge Wealth first reported a position in Ionis Pharmaceuticals in Q1 2021 and held it in 3 quarters.
NewEdge Wealth's Ionis Pharmaceuticals position peaked at $370K in Q1 2021.
338 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2022.

Based on NewEdge Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.