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Wealthspire Advisors (Maryland)’s Ionis Pharmaceuticals IONS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-584
Closed -$47K – 1201
2019
Q1 		$47K Buy
584
+476
+441% +$30.7K ﹤0.01% 919
2018
Q4 		$6K Sell
108
-100
-48% -$5.1K ﹤0.01% 1662
2018
Q3 		$11K Buy
208
+33
+19% +$1.55K ﹤0.01% 1483
2018
Q2 		$7K Sell
175
-1
-0.6% -$44 ﹤0.01% 1665
2018
Q1 		$8K Sell
176
-325
-65% -$16.5K ﹤0.01% 1643
2017
Q4 		$25K Buy
501
+13
+3% +$713 ﹤0.01% 1253
2017
Q3 		$25K Buy
488
+163
+50% +$8.54K ﹤0.01% 1218
2017
Q2 		$17K Buy
325
+310
+2,067% +$14.4K ﹤0.01% 1321
2017
Q1 		$1K Buy
+15
New +$674 ﹤0.01% 1807
2016
Q3 		– Sell
-100
Closed -$2K – 1769
2016
Q2 		$2K Hold
100
– – ﹤0.01% 1516
2016
Q1 		$4K Buy
+100
New +$4.06K ﹤0.01% 1388

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IONS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Ionis Pharmaceuticals (IONS) in Q2 2019, closing a stake of 584 shares — an estimated $47K sold.

Wealthspire Advisors (Maryland) first reported a position in IONS in Q1 2016 and held it in 11 quarters. The position peaked at $47K in Q1 2019. 396 funds tracked by Wall St. Rank hold IONS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Ionis Pharmaceuticals position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 584 Ionis Pharmaceuticals shares in Q2 2019, an estimated $47K.
  • Wealthspire Advisors (Maryland) first reported a position in Ionis Pharmaceuticals in Q1 2016 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s Ionis Pharmaceuticals position peaked at $47K in Q1 2019.
  • 396 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.