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Bard Financial Services’s Ionis Pharmaceuticals IONS Stock Holding History

Bard Financial Services’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
-9,950
Closed -$431K – 229
2024
Q1 		$431K Sell
9,950
-4,150
-29% -$198K 0.05% 163
2023
Q4 		$713K Sell
14,100
-11,450
-45% -$548K 0.08% 133
2023
Q3 		$1.16M Sell
25,550
-5,750
-18% -$237K 0.14% 107
2023
Q2 		$1.28M Sell
31,300
-525
-2% -$20.2K 0.1% 146
2023
Q1 		$1.14M Sell
31,825
-22,100
-41% -$830K 0.09% 159
2022
Q4 		$2.04M Sell
53,925
-33,970
-39% -$1.43M 0.17% 113
2022
Q3 		$3.89M Sell
87,895
-5,550
-6% -$234K 0.36% 69
2022
Q2 		$3.46M Sell
93,445
-5,575
-6% -$210K 0.32% 77
2022
Q1 		$3.67M Buy
99,020
+57,500
+138% +$1.88M 0.3% 86
2021
Q4 		$1.26M Buy
41,520
+31,795
+327% +$1M 0.1% 132
2021
Q3 		$326K Buy
+9,725
New +$366K 0.03% 216

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

Bard Financial Services's IONS Position: Q2 2024 in Review

Bard Financial Services sold out of Ionis Pharmaceuticals (IONS) in Q2 2024, closing a stake of 9,950 shares — an estimated $431K sold.

Bard Financial Services first reported a position in IONS in Q3 2021 and held it in 11 quarters. The position peaked at $3.89M in Q3 2022. 357 funds tracked by Wall St. Rank hold IONS as of Q2 2024.

  • Bard Financial Services reported no remaining Ionis Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Bard Financial Services sold 9,950 Ionis Pharmaceuticals shares in Q2 2024, an estimated $431K.
  • Bard Financial Services first reported a position in Ionis Pharmaceuticals in Q3 2021 and held it in 11 quarters.
  • Bard Financial Services's Ionis Pharmaceuticals position peaked at $3.89M in Q3 2022.
  • 357 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2024.

Based on Bard Financial Services's 13F filing for Q2 2024, filed 9 Jul 2024.