Wealthcare Advisory Partners’s Ionis Pharmaceuticals IONS Stock Holding History

Wealthcare Advisory 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
2023 Q4	–	Sell	-4,613	Closed	-$209K	–	756
2023 Q3	$209K	Buy	+4,613	New	+$190K	0.01%	648
2021 Q3	–	Sell	-7,472	Closed	-$298K	–	563
2021 Q2	$298K	Buy	7,472 +263	+4%	+$10.3K	0.02%	429
2021 Q1	$324K	Buy	7,209 +2,603	+57%	+$145K	0.02%	372
2020 Q4	$260K	Buy	+4,606	New	+$230K	0.02%	350
2020 Q2	–	Sell	-55	Closed	-$3K	–	843
2020 Q1	$3K	Hold	55	–	–	﹤0.01%	1233
2019 Q4	$3K	Hold	55	–	–	﹤0.01%	1199
2019 Q3	$3K	Buy	+55	New	+$3.58K	﹤0.01%	1157
2019 Q2	–	Sell	-100	Closed	-$8K	–	1336
2019 Q1	$8K	Hold	100	–	–	﹤0.01%	864
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	934
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	994
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	1023
2018 Q1	$4K	Sell	100 -100	-50%	-$5.08K	﹤0.01%	869
2017 Q4	$10K	Hold	200	–	–	﹤0.01%	677
2017 Q3	$10K	Buy	+200	New	+$10.5K	﹤0.01%	547

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 Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wealthcare Advisory Partners's IONS Position: Q4 2023 in Review

Wealthcare Advisory Partners sold out of Ionis Pharmaceuticals (IONS) in Q4 2023, closing a stake of 4,613 shares — an estimated $209K sold.

Wealthcare Advisory Partners first reported a position in IONS in Q3 2017 and held it in 14 quarters. The position peaked at $324K in Q1 2021. 363 funds tracked by Wall St. Rank hold IONS as of Q4 2023.

Wealthcare Advisory Partners reported no remaining Ionis Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,613 Ionis Pharmaceuticals shares in Q4 2023, an estimated $209K.
Wealthcare Advisory Partners first reported a position in Ionis Pharmaceuticals in Q3 2017 and held it in 14 quarters.
Wealthcare Advisory Partners's Ionis Pharmaceuticals position peaked at $324K in Q1 2021.
363 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2023, filed 6 Feb 2024.