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Wilbanks Smith & Thomas Asset Management’s Ionis Pharmaceuticals IONS Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-1,018
Closed -$53K – 822
2018
Q3 		$53K Buy
+1,018
New +$47.8K ﹤0.01% 667

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IONS Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Ionis Pharmaceuticals (IONS) in Q4 2018, closing a stake of 1,018 shares — an estimated $53K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IONS in Q3 2018 and held it in 1 quarter. The position peaked at $53K in Q3 2018. 329 funds tracked by Wall St. Rank hold IONS as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Ionis Pharmaceuticals position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,018 Ionis Pharmaceuticals shares in Q4 2018, an estimated $53K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Ionis Pharmaceuticals in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Ionis Pharmaceuticals position peaked at $53K in Q3 2018.
  • 329 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.