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WealthShield Partners’s Ionis Pharmaceuticals IONS Stock Holding History

WealthShield 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
2021
Q2 		– Sell
-166
Closed -$7K – 947
2021
Q1 		$7K Buy
+166
New +$9.26K ﹤0.01% 891

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BG
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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

WealthShield Partners's IONS Position: Q2 2021 in Review

WealthShield Partners sold out of Ionis Pharmaceuticals (IONS) in Q2 2021, closing a stake of 166 shares — an estimated $7K sold.

WealthShield Partners first reported a position in IONS in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 337 funds tracked by Wall St. Rank hold IONS as of Q2 2021.

  • WealthShield Partners reported no remaining Ionis Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 166 Ionis Pharmaceuticals shares in Q2 2021, an estimated $7K.
  • WealthShield Partners first reported a position in Ionis Pharmaceuticals in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Ionis Pharmaceuticals position peaked at $7K in Q1 2021.
  • 337 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.