YorkBridge Wealth Partners’s Ionis Pharmaceuticals IONS Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-1,527	Closed	-$98K	–	403
2019 Q2	$98K	Buy	1,527 +106	+7%	+$7.49K	0.04%	289
2019 Q1	$115K	Sell	1,421 -40	-3%	-$2.58K	0.05%	256
2018 Q4	$79K	Hold	1,461	–	–	0.04%	282
2018 Q3	$73K	Sell	1,461 -114	-7%	-$5.36K	0.03%	318
2018 Q2	$66K	Buy	1,575 +34	+2%	+$1.51K	0.03%	337
2018 Q1	$68K	Sell	1,541 -33	-2%	-$1.68K	0.03%	336
2017 Q4	$77K	Sell	1,574 -314	-17%	-$17.2K	0.04%	325
2017 Q3	$96K	Sell	1,888 -143	-7%	-$7.49K	0.05%	288
2017 Q2	$106K	Sell	2,031 -48	-2%	-$2.23K	0.06%	261
2017 Q1	$99K	Sell	2,079 -777	-27%	-$34.9K	0.05%	265
2016 Q4	$131K	Buy	+2,856	New	+$113K	0.08%	200

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

YorkBridge Wealth Partners's IONS Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Ionis Pharmaceuticals (IONS) in Q3 2019, closing a stake of 1,527 shares — an estimated $98K sold.

YorkBridge Wealth Partners first reported a position in IONS in Q4 2016 and held it in 11 quarters. The position peaked at $131K in Q4 2016. 369 funds tracked by Wall St. Rank hold IONS as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Ionis Pharmaceuticals position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,527 Ionis Pharmaceuticals shares in Q3 2019, an estimated $98K.
YorkBridge Wealth Partners first reported a position in Ionis Pharmaceuticals in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Ionis Pharmaceuticals position peaked at $131K in Q4 2016.
369 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.