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Salem Investment Counselors’s Ionis Pharmaceuticals IONS Stock Holding History

Salem Investment Counselors’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
Q2 		– Sell
-123
Closed -$4.4K – 1177
2023
Q1 		$4.4K Buy
+123
New +$4.62K ﹤0.01% 926
2019
Q4 		– Sell
-419
Closed -$25K – 699
2019
Q3 		$25K Hold
419
– – ﹤0.01% 440
2019
Q2 		$27K Buy
+419
New +$29.6K ﹤0.01% 443

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
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Salem Investment Counselors's IONS Position: Q2 2023 in Review

Salem Investment Counselors sold out of Ionis Pharmaceuticals (IONS) in Q2 2023, closing a stake of 123 shares — an estimated $4.4K sold.

Salem Investment Counselors first reported a position in IONS in Q2 2019 and held it in 3 quarters. The position peaked at $27K in Q2 2019. 305 funds tracked by Wall St. Rank hold IONS as of Q2 2023.

  • Salem Investment Counselors reported no remaining Ionis Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 123 Ionis Pharmaceuticals shares in Q2 2023, an estimated $4.4K.
  • Salem Investment Counselors first reported a position in Ionis Pharmaceuticals in Q2 2019 and held it in 3 quarters.
  • Salem Investment Counselors's Ionis Pharmaceuticals position peaked at $27K in Q2 2019.
  • 305 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2023.

Based on Salem Investment Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.