Sowell Financial Services’s Ionis Pharmaceuticals IONS Stock Holding History

Sowell Financial 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
2021 Q2	–	Sell	-1,059	Closed	-$40K	–	1589
2021 Q1	$40K	Buy	1,059 +23	+2%	+$1.28K	﹤0.01%	1745
2020 Q4	$59K	Sell	1,036 -1,530	-60%	-$76.2K	﹤0.01%	1340
2020 Q3	$122K	Sell	2,566 -53	-2%	-$2.94K	0.01%	905
2020 Q2	$154K	Buy	2,619 +2,589	+8,630%	+$144K	0.01%	817
2020 Q1	$1K	Sell	30 -166	-85%	-$9.25K	﹤0.01%	2262
2019 Q4	$12K	Sell	196 -256	-57%	-$15.3K	﹤0.01%	1623
2019 Q3	$27K	Buy	+452	New	+$29.5K	﹤0.01%	1185
2017 Q1	–	Sell	-30	Closed	-$1K	–	409
2016 Q4	$1K	Buy	+30	New	+$1.19K	﹤0.01%	616

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Sowell Financial Services's IONS Position: Q2 2021 in Review

Sowell Financial Services sold out of Ionis Pharmaceuticals (IONS) in Q2 2021, closing a stake of 1,059 shares — an estimated $40K sold.

Sowell Financial Services first reported a position in IONS in Q4 2016 and held it in 8 quarters. The position peaked at $154K in Q2 2020. 338 funds tracked by Wall St. Rank hold IONS as of Q2 2021.

Sowell Financial Services reported no remaining Ionis Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,059 Ionis Pharmaceuticals shares in Q2 2021, an estimated $40K.
Sowell Financial Services first reported a position in Ionis Pharmaceuticals in Q4 2016 and held it in 8 quarters.
Sowell Financial Services's Ionis Pharmaceuticals position peaked at $154K in Q2 2020.
338 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.