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Ropes Wealth Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Ropes Wealth 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
Q4 		– Sell
-50
Closed -$2K – 496
2016
Q3 		$2K Hold
50
– – ﹤0.01% 443
2016
Q2 		$1K Buy
+50
New +$1.61K ﹤0.01% 460

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ropes Wealth Advisors's IONS Position: Q4 2016 in Review

Ropes Wealth Advisors sold out of Ionis Pharmaceuticals (IONS) in Q4 2016, closing a stake of 50 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in IONS in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 308 funds tracked by Wall St. Rank hold IONS as of Q4 2016.

  • Ropes Wealth Advisors reported no remaining Ionis Pharmaceuticals position as of Q4 2016 after selling out during the quarter.
  • Ropes Wealth Advisors sold 50 Ionis Pharmaceuticals shares in Q4 2016, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Ionis Pharmaceuticals in Q2 2016 and held it in 2 quarters.
  • Ropes Wealth Advisors's Ionis Pharmaceuticals position peaked at $2K in Q3 2016.
  • 308 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2016.

Based on Ropes Wealth Advisors's 13F filing for Q4 2016, filed 6 Jan 2017.