Shine Investment Advisory Services’s Ionis Pharmaceuticals IONS Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$7K	Hold	150	–	–	﹤0.01%	593
2020 Q2	$9K	Hold	150	–	–	﹤0.01%	565
2020 Q1	$7K	Hold	150	–	–	﹤0.01%	557
2019 Q4	$9K	Hold	150	–	–	﹤0.01%	590
2019 Q3	$9K	Hold	150	–	–	﹤0.01%	572
2019 Q2	$10K	Hold	150	–	–	﹤0.01%	532
2019 Q1	$12K	Hold	150	–	–	0.01%	525
2018 Q4	$8K	Hold	150	–	–	﹤0.01%	548
2018 Q3	$8K	Hold	150	–	–	﹤0.01%	552
2018 Q2	$6K	Hold	150	–	–	﹤0.01%	598
2018 Q1	$7K	Hold	150	–	–	﹤0.01%	578
2017 Q4	$8K	Hold	150	–	–	﹤0.01%	570
2017 Q3	$8K	Hold	150	–	–	﹤0.01%	559
2017 Q2	$8K	Buy	+150	New	+$6.99K	﹤0.01%	549

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Shine Investment Advisory Services's IONS Position: Q3 2020 in Review

Shine Investment Advisory Services held its Ionis Pharmaceuticals (IONS) position steady in Q3 2020 at 150 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Shine Investment Advisory Services first reported a position in IONS in Q2 2017 and has held it in 14 quarters since. The position peaked at $12K in Q1 2019. 368 funds tracked by Wall St. Rank hold IONS as of Q3 2020.

Shine Investment Advisory Services held 150 shares of Ionis Pharmaceuticals worth $7K as of Q3 2020.
Shine Investment Advisory Services left its Ionis Pharmaceuticals share count unchanged in Q3 2020.
Ionis Pharmaceuticals made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #593 holding.
Shine Investment Advisory Services first reported a position in Ionis Pharmaceuticals in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Ionis Pharmaceuticals position peaked at $12K in Q1 2019.
368 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.