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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 – 1590
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 – 411
2016
Q4 		$1K Buy
+30
New +$1.19K ﹤0.01% 616

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $718M AUM 8.19% 1-Year Est. Return