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Prestige Wealth Management Group’s Ionis Pharmaceuticals IONS Stock Holding History

Prestige Wealth Management Group’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
2021
Q3 		– Sell
-60
Closed -$2K – 1012
2021
Q2 		$2K Sell
60
-42
-41% -$1.65K ﹤0.01% 794
2021
Q1 		$5K Sell
102
-53
-34% -$2.96K ﹤0.01% 621
2020
Q4 		$8K Buy
155
+95
+158% +$4.73K ﹤0.01% 493
2020
Q3 		$3K Hold
60
– – ﹤0.01% 624
2020
Q2 		$4K Sell
60
-452
-88% -$25.1K ﹤0.01% 558
2020
Q1 		$24K Sell
512
-2,935
-85% -$164K 0.01% 254
2019
Q4 		$208K Sell
3,447
-26
-0.7% -$1.55K 0.11% 114
2019
Q3 		$208K Buy
3,473
+3,413
+5,688% +$222K 0.12% 107
2019
Q2 		$4K Hold
60
– – ﹤0.01% 415
2019
Q1 		$5K Hold
60
– – ﹤0.01% 407
2018
Q4 		$3K Buy
+60
New +$3.06K ﹤0.01% 723

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 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prestige Wealth Management Group's IONS Position: Q3 2021 in Review

Prestige Wealth Management Group sold out of Ionis Pharmaceuticals (IONS) in Q3 2021, closing a stake of 60 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in IONS in Q4 2018 and held it in 11 quarters. The position peaked at $208K in Q4 2019. 324 funds tracked by Wall St. Rank hold IONS as of Q3 2021.

  • Prestige Wealth Management Group reported no remaining Ionis Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 60 Ionis Pharmaceuticals shares in Q3 2021, an estimated $2K.
  • Prestige Wealth Management Group first reported a position in Ionis Pharmaceuticals in Q4 2018 and held it in 11 quarters.
  • Prestige Wealth Management Group's Ionis Pharmaceuticals position peaked at $208K in Q4 2019.
  • 324 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2021.

Based on Prestige Wealth Management Group's 13F filing for Q3 2021, filed 12 Nov 2021.