United Capital Financial Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

United Capital Financial 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 Q3	–	Sell	-4,008	Closed	-$236K	–	1192
2020 Q2	$236K	Buy	+4,008	New	+$223K	﹤0.01%	1054
2020 Q1	–	Sell	-4,427	Closed	-$267K	–	1282
2019 Q4	$267K	Buy	+4,427	New	+$264K	﹤0.01%	1186
2019 Q3	–	Sell	-3,363	Closed	-$216K	–	1396
2019 Q2	$216K	Hold	3,363	–	–	﹤0.01%	1344
2019 Q1	$273K	Buy	+3,363	New	+$217K	﹤0.01%	1159
2018 Q1	–	Sell	-3,982	Closed	-$200K	–	1329
2017 Q4	$200K	Buy	+3,982	New	+$218K	﹤0.01%	1244

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

United Capital Financial Advisors's IONS Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Ionis Pharmaceuticals (IONS) in Q3 2020, closing a stake of 4,008 shares — an estimated $236K sold.

United Capital Financial Advisors first reported a position in IONS in Q4 2017 and held it in 5 quarters. The position peaked at $273K in Q1 2019. 367 funds tracked by Wall St. Rank hold IONS as of Q3 2020.

United Capital Financial Advisors reported no remaining Ionis Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
United Capital Financial Advisors sold 4,008 Ionis Pharmaceuticals shares in Q3 2020, an estimated $236K.
United Capital Financial Advisors first reported a position in Ionis Pharmaceuticals in Q4 2017 and held it in 5 quarters.
United Capital Financial Advisors's Ionis Pharmaceuticals position peaked at $273K in Q1 2019.
367 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.