Patriot Financial Group Insurance Agency’s Ionis Pharmaceuticals IONS Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-18	Closed	-$1K	–	1144
2022 Q2	$1K	Sell	18 -481	-96%	-$18.1K	﹤0.01%	1906
2022 Q1	$18K	Buy	499 +5	+1%	+$164	﹤0.01%	1122
2021 Q4	$15K	Sell	494 -364	-42%	-$11.5K	﹤0.01%	1325
2021 Q3	$29K	Buy	858 +140	+19%	+$5.28K	0.01%	1062
2021 Q2	$29K	Buy	718 +189	+36%	+$7.4K	0.01%	1032
2021 Q1	$24K	Buy	+529	New	+$29.5K	0.01%	1022
2020 Q4	–	Sell	-6	Closed	–	–	1913
2020 Q3	$0	Hold	6	–	–	﹤0.01%	1753
2020 Q2	$0	Buy	+6	New	+$334	﹤0.01%	1742

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

AIM

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

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IONS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Ionis Pharmaceuticals (IONS) in Q3 2022, closing a stake of 18 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in IONS in Q2 2020 and held it in 8 quarters. The position peaked at $29K in Q3 2021. 350 funds tracked by Wall St. Rank hold IONS as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Ionis Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 18 Ionis Pharmaceuticals shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Ionis Pharmaceuticals in Q2 2020 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Ionis Pharmaceuticals position peaked at $29K in Q3 2021.
350 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.