TCI Wealth Advisors’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-35
| Closed | -$1.25K | – | 1174 |
|
|
2023
Q1 | $1.25K | Hold |
35
| – | – | ﹤0.01% | 2072 |
|
|
2022
Q4 | $1.32K | Hold |
35
| – | – | ﹤0.01% | 2063 |
|
|
2022
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1944 |
|
|
2022
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 2150 |
|
|
2022
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 2109 |
|
|
2021
Q4 | $1K | Sell |
35
-139
| -80% | -$4.38K | ﹤0.01% | 2206 |
|
|
2021
Q3 | $6K | Buy |
174
+30
| +21% | +$1.13K | ﹤0.01% | 1467 |
|
|
2021
Q2 | $6K | Buy |
144
+109
| +311% | +$4.27K | ﹤0.01% | 1322 |
|
|
2021
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 1777 |
|
|
2020
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1221 |
|
|
2020
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1123 |
|
|
2020
Q2 | $2K | Sell |
35
-18
| -34% | -$1K | ﹤0.01% | 1070 |
|
|
2020
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 877 |
|
|
2019
Q4 | $3K | Sell |
53
-7
| -12% | -$417 | ﹤0.01% | 1025 |
|
|
2019
Q3 | $4K | Sell |
60
-6
| -9% | -$391 | ﹤0.01% | 866 |
|
|
2019
Q2 | $4K | Hold |
66
| – | – | ﹤0.01% | 821 |
|
|
2019
Q1 | $5K | Hold |
66
| – | – | ﹤0.01% | 790 |
|
|
2018
Q4 | $4K | Sell |
66
-9
| -12% | -$459 | ﹤0.01% | 826 |
|
|
2018
Q3 | $4K | Sell |
75
-18
| -19% | -$846 | ﹤0.01% | 847 |
|
|
2018
Q2 | $4K | Buy |
93
+27
| +41% | +$1.2K | ﹤0.01% | 849 |
|
|
2018
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 855 |
|
|
2017
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 908 |
|
|
2017
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 851 |
|
|
2017
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 882 |
|
|
2017
Q1 | $3K | Buy |
66
+13
| +25% | +$584 | ﹤0.01% | 843 |
|
|
2016
Q4 | $3K | Sell |
53
-111
| -68% | -$4.39K | ﹤0.01% | 912 |
|
|
2016
Q3 | $6K | Buy |
164
+129
| +369% | +$4.04K | ﹤0.01% | 685 |
|
|
2016
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 1081 |
|
|
2016
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 1091 |
|
|
2015
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 868 |
|
|
2015
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 891 |
|
|
2015
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 800 |
|
|
2015
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 733 |
|
|
2014
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 731 |
|
|
2014
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 806 |
|
|
2014
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 824 |
|
|
2014
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 715 |
|
|
2013
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 781 |
|
|
2013
Q3 | $1K | Buy |
+35
| New | +$1.04K | ﹤0.01% | 702 |
|
Other funds holding IONS
BG
TBC
PAMS
TCI Wealth Advisors's IONS Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Ionis Pharmaceuticals (IONS) in Q2 2023, closing a stake of 35 shares — an estimated $1.25K sold.
TCI Wealth Advisors first reported a position in IONS in Q3 2013 and held it in 39 quarters. The position peaked at $6K in Q3 2021. 304 funds tracked by Wall St. Rank hold IONS as of Q2 2023.
- TCI Wealth Advisors reported no remaining Ionis Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 35 Ionis Pharmaceuticals shares in Q2 2023, an estimated $1.25K.
- TCI Wealth Advisors first reported a position in Ionis Pharmaceuticals in Q3 2013 and held it in 39 quarters.
- TCI Wealth Advisors's Ionis Pharmaceuticals position peaked at $6K in Q3 2021.
- 304 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.