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TFO Wealth Partners’s Ionis Pharmaceuticals IONS Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-325
Closed -$15K – 144
2020
Q1 		$15K Buy
+325
New +$18.1K 0.01% 81

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Invesco
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

TFO Wealth Partners's IONS Position: Q2 2020 in Review

TFO Wealth Partners sold out of Ionis Pharmaceuticals (IONS) in Q2 2020, closing a stake of 325 shares — an estimated $15K sold.

TFO Wealth Partners first reported a position in IONS in Q1 2020 and held it in 1 quarter. The position peaked at $15K in Q1 2020. 375 funds tracked by Wall St. Rank hold IONS as of Q2 2020.

  • TFO Wealth Partners reported no remaining Ionis Pharmaceuticals position as of Q2 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 325 Ionis Pharmaceuticals shares in Q2 2020, an estimated $15K.
  • TFO Wealth Partners first reported a position in Ionis Pharmaceuticals in Q1 2020 and held it in 1 quarter.
  • TFO Wealth Partners's Ionis Pharmaceuticals position peaked at $15K in Q1 2020.
  • 375 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2020.

Based on TFO Wealth Partners's 13F filing for Q2 2020, filed 17 Jul 2020.