Winslow Evans & Crocker’s Ionis Pharmaceuticals IONS Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$18K	Buy	313 +163	+109%	+$8.12K	﹤0.01%	816
2020 Q3	$7K	Hold	150	–	–	﹤0.01%	811
2020 Q2	$9K	Hold	150	–	–	﹤0.01%	761
2020 Q1	$8K	Hold	150	–	–	﹤0.01%	756
2019 Q4	$10K	Hold	150	–	–	﹤0.01%	826
2019 Q3	$10K	Hold	150	–	–	﹤0.01%	812
2019 Q2	$10K	Buy	+150	New	+$10.6K	﹤0.01%	824
2017 Q1	–	Sell	-540	Closed	-$25.8K	–	1259
2016 Q4	$25.8K	Hold	540	–	–	0.01%	673
2016 Q3	$19.8K	Hold	540	–	–	0.01%	738
2016 Q2	$12.6K	Hold	540	–	–	﹤0.01%	818
2016 Q1	$21.9K	Hold	540	–	–	0.01%	680
2015 Q4	$33.4K	Hold	540	–	–	0.01%	618
2015 Q3	$21.8K	Hold	540	–	–	0.01%	701
2015 Q2	$31.1K	Buy	540 +40	+8%	+$2.54K	0.01%	658
2015 Q1	$31.8K	Hold	500	–	–	0.01%	635
2014 Q4	$30.9K	Buy	+500	New	+$24.7K	0.01%	638
2014 Q3	–	Sell	-15	Closed	-$517	–	1411
2014 Q2	$517	Buy	+15	New	+$472	﹤0.01%	1259

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Winslow Evans & Crocker's IONS Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Ionis Pharmaceuticals (IONS) stake by 109% in Q4 2020, buying an estimated $8.12K and bringing the position to 313 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Winslow Evans & Crocker first reported a position in IONS in Q2 2014 and has held it in 17 quarters since. The position peaked at $33.4K in Q4 2015. 382 funds tracked by Wall St. Rank hold IONS as of Q4 2020.

Winslow Evans & Crocker held 313 shares of Ionis Pharmaceuticals worth $18K as of Q4 2020.
Winslow Evans & Crocker bought 163 Ionis Pharmaceuticals shares in Q4 2020, an estimated $8.12K.
Ionis Pharmaceuticals made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #816 holding.
Winslow Evans & Crocker first reported a position in Ionis Pharmaceuticals in Q2 2014 and has held it in 17 quarters since.
Winslow Evans & Crocker's Ionis Pharmaceuticals position peaked at $33.4K in Q4 2015.
382 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.