Walled Lake Planning & Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Walled Lake Planning & Wealth Management’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 Q4	–	Sell	-1,900	Closed	-$64K	–	202
2021 Q3	$64K	Hold	1,900	–	–	0.04%	149
2021 Q2	$76K	Hold	1,900	–	–	0.05%	135
2021 Q1	$85K	Hold	1,900	–	–	0.06%	123
2020 Q4	$107K	Hold	1,900	–	–	0.08%	96
2020 Q3	$90K	Hold	1,900	–	–	0.07%	100
2020 Q2	$112K	Hold	1,900	–	–	0.09%	86
2020 Q1	$90K	Hold	1,900	–	–	0.08%	87
2019 Q4	$115K	Buy	+1,900	New	+$113K	0.08%	86

Other funds holding IONS

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

AIM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IONS Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q4 2021, closing a stake of 1,900 shares — an estimated $64K sold.

Walled Lake Planning & Wealth Management first reported a position in IONS in Q4 2019 and held it in 8 quarters. The position peaked at $115K in Q4 2019. 340 funds tracked by Wall St. Rank hold IONS as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,900 Ionis Pharmaceuticals shares in Q4 2021, an estimated $64K.
Walled Lake Planning & Wealth Management first reported a position in Ionis Pharmaceuticals in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Ionis Pharmaceuticals position peaked at $115K in Q4 2019.
340 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.