Valeo Financial Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Valeo 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
2021 Q2	–	Sell	-102	Closed	-$5K	–	1146
2021 Q1	$5K	Buy	102 +97	+1,940%	+$5.41K	﹤0.01%	1561
2020 Q4	$0	Buy	+5	New	+$249	﹤0.01%	1751
2020 Q3	–	Sell	-15	Closed	-$1K	–	1856
2020 Q2	$1K	Hold	15	–	–	﹤0.01%	1899
2020 Q1	$1K	Hold	15	–	–	﹤0.01%	1660
2019 Q4	$1K	Hold	15	–	–	﹤0.01%	1541
2019 Q3	$1K	Buy	+15	New	+$978	﹤0.01%	1454
2019 Q1	–	Sell	-64	Closed	-$3K	–	1594
2018 Q4	$3K	Hold	64	–	–	﹤0.01%	1207
2018 Q3	$3K	Hold	64	–	–	﹤0.01%	1351
2018 Q2	$3K	Sell	64 -782	-92%	-$34.7K	﹤0.01%	1257
2018 Q1	$37K	Buy	+846	New	+$43K	0.01%	557

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Valeo Financial Advisors's IONS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Ionis Pharmaceuticals (IONS) in Q2 2021, closing a stake of 102 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in IONS in Q1 2018 and held it in 10 quarters. The position peaked at $37K in Q1 2018. 337 funds tracked by Wall St. Rank hold IONS as of Q2 2021.

Valeo Financial Advisors reported no remaining Ionis Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 102 Ionis Pharmaceuticals shares in Q2 2021, an estimated $5K.
Valeo Financial Advisors first reported a position in Ionis Pharmaceuticals in Q1 2018 and held it in 10 quarters.
Valeo Financial Advisors's Ionis Pharmaceuticals position peaked at $37K in Q1 2018.
337 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.