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Plante Moran Financial Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Plante Moran Financial 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
2023
Q3 		– Sell
-40
Closed -$1.64K – 810
2023
Q2 		$1.64K Buy
+40
New +$1.54K ﹤0.01% 698
2020
Q3 		– Sell
-11
Closed -$1K – 869
2020
Q2 		$1K Buy
+11
New +$612 ﹤0.01% 709
2016
Q3 		– Sell
-47
Closed -$1K – 959
2016
Q2 		$1K Buy
+47
New +$1.52K ﹤0.01% 861
2016
Q1 		– Sell
-269
Closed -$17K – 947
2015
Q4 		$17K Buy
+269
New +$14.5K 0.01% 480

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 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
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Plante Moran Financial Advisors's IONS Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Ionis Pharmaceuticals (IONS) in Q3 2023, closing a stake of 40 shares — an estimated $1.64K sold.

Plante Moran Financial Advisors first reported a position in IONS in Q4 2015 and held it in 4 quarters. The position peaked at $17K in Q4 2015. 310 funds tracked by Wall St. Rank hold IONS as of Q3 2023.

  • Plante Moran Financial Advisors reported no remaining Ionis Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 40 Ionis Pharmaceuticals shares in Q3 2023, an estimated $1.64K.
  • Plante Moran Financial Advisors first reported a position in Ionis Pharmaceuticals in Q4 2015 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Ionis Pharmaceuticals position peaked at $17K in Q4 2015.
  • 310 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.