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Reilly Financial Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Reilly 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
2016
Q2 		– Sell
-520
Closed -$21K – 890
2016
Q1 		$21K Hold
520
– – ﹤0.01% 586
2015
Q4 		$32K Buy
+520
New +$28.1K 0.01% 478

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Reilly Financial Advisors's IONS Position: Q4 2021 in Review

Reilly Financial Advisors held its Ionis Pharmaceuticals (IONS) position steady in Q4 2021 at 220 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Reilly Financial Advisors first reported a position in IONS in Q4 2013 and has held it in 30 quarters since. The position peaked at $38K in Q4 2014. 341 funds tracked by Wall St. Rank hold IONS as of Q4 2021.

  • Reilly Financial Advisors held 220 shares of Ionis Pharmaceuticals worth $7K as of Q4 2021.
  • Reilly Financial Advisors left its Ionis Pharmaceuticals share count unchanged in Q4 2021.
  • Ionis Pharmaceuticals made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #782 holding.
  • Reilly Financial Advisors first reported a position in Ionis Pharmaceuticals in Q4 2013 and has held it in 30 quarters since.
  • Reilly Financial Advisors's Ionis Pharmaceuticals position peaked at $38K in Q4 2014.
  • 341 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.