TRUE Private Wealth Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

TRUE Private Wealth Advisors’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 Q1	–	Sell	-2,475	Closed	-$149K	–	749
2019 Q4	$149K	Buy	+2,475	New	+$147K	0.02%	251
2019 Q3	–	Sell	-2,475	Closed	-$159K	–	473
2019 Q2	$159K	Sell	2,475 -65	-3%	-$4.59K	0.03%	221
2019 Q1	$206K	Buy	+2,540	New	+$164K	0.04%	192
2018 Q4	–	Sell	-2,573	Closed	-$133K	–	577
2018 Q3	$133K	Buy	+2,573	New	+$121K	0.02%	315

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TRUE Private Wealth Advisors's IONS Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Ionis Pharmaceuticals (IONS) in Q1 2020, closing a stake of 2,475 shares — an estimated $149K sold.

TRUE Private Wealth Advisors first reported a position in IONS in Q3 2018 and held it in 4 quarters. The position peaked at $206K in Q1 2019. 362 funds tracked by Wall St. Rank hold IONS as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Ionis Pharmaceuticals position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 2,475 Ionis Pharmaceuticals shares in Q1 2020, an estimated $149K.
TRUE Private Wealth Advisors first reported a position in Ionis Pharmaceuticals in Q3 2018 and held it in 4 quarters.
TRUE Private Wealth Advisors's Ionis Pharmaceuticals position peaked at $206K in Q1 2019.
362 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.