SWMG
IONS icon

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

Signature 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
2018
Q4 		– Sell
-250
Closed -$12K – 181
2018
Q3 		$12K Hold
250
– – 0.01% 171
2018
Q2 		$10K Hold
250
– – 0.01% 182
2018
Q1 		$11K Hold
250
– – 0.01% 173
2017
Q4 		$13K Buy
+250
New +$13.7K 0.01% 169

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Signature Wealth Management Group's IONS Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Ionis Pharmaceuticals (IONS) in Q4 2018, closing a stake of 250 shares — an estimated $12K sold.

Signature Wealth Management Group first reported a position in IONS in Q4 2017 and held it in 4 quarters. The position peaked at $13K in Q4 2017. 329 funds tracked by Wall St. Rank hold IONS as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Ionis Pharmaceuticals position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 250 Ionis Pharmaceuticals shares in Q4 2018, an estimated $12K.
  • Signature Wealth Management Group first reported a position in Ionis Pharmaceuticals in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Ionis Pharmaceuticals position peaked at $13K in Q4 2017.
  • 329 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.