Bank Julius Baer & Co
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Bank Julius Baer & Co’s Ionis Pharmaceuticals IONS Stock Holding History

Bank Julius Baer & Co’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
2024
Q2 		– Sell
-14,230
Closed -$571K – 514
2024
Q1 		$571K Sell
14,230
-4,820
-25% -$230K ﹤0.01% 304
2023
Q4 		$964K Buy
+19,050
New +$912K ﹤0.01% 284
2021
Q3 		– Sell
-288,844
Closed -$11.5M – 837
2021
Q2 		$11.5M Buy
288,844
+917
+0.3% +$35.9K 0.07% 157
2021
Q1 		$12.9M Buy
+287,927
New +$16.1M 0.1% 140
2020
Q3 		– Sell
-195,993
Closed -$11.5M – 758
2020
Q2 		$11.5M Sell
195,993
-78,088
-28% -$4.34M 0.13% 106
2020
Q1 		$12.9M Buy
+274,081
New +$15.3M 0.3% 76

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Bank Julius Baer & Co's IONS Position: Q2 2024 in Review

Bank Julius Baer & Co sold out of Ionis Pharmaceuticals (IONS) in Q2 2024, closing a stake of 14,230 shares — an estimated $571K sold.

Bank Julius Baer & Co first reported a position in IONS in Q1 2020 and held it in 6 quarters. The position peaked at $12.9M in Q1 2021. 356 funds tracked by Wall St. Rank hold IONS as of Q2 2024.

  • Bank Julius Baer & Co reported no remaining Ionis Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Bank Julius Baer & Co sold 14,230 Ionis Pharmaceuticals shares in Q2 2024, an estimated $571K.
  • Bank Julius Baer & Co first reported a position in Ionis Pharmaceuticals in Q1 2020 and held it in 6 quarters.
  • Bank Julius Baer & Co's Ionis Pharmaceuticals position peaked at $12.9M in Q1 2021.
  • 356 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2024.

Based on Bank Julius Baer & Co's 13F filing for Q2 2024, filed 14 Aug 2024.