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Bartlett & Co Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Bartlett & Co Wealth 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
2019
Q3 		– Sell
-81
Closed -$5.21K – 908
2019
Q2 		$5.21K Buy
+81
New +$5.73K ﹤0.01% 628

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
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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bartlett & Co Wealth Management's IONS Position: Q3 2019 in Review

Bartlett & Co Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q3 2019, closing a stake of 81 shares — an estimated $5.21K sold.

Bartlett & Co Wealth Management first reported a position in IONS in Q2 2019 and held it in 1 quarter. The position peaked at $5.21K in Q2 2019. 369 funds tracked by Wall St. Rank hold IONS as of Q3 2019.

  • Bartlett & Co Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q3 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 81 Ionis Pharmaceuticals shares in Q3 2019, an estimated $5.21K.
  • Bartlett & Co Wealth Management first reported a position in Ionis Pharmaceuticals in Q2 2019 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Ionis Pharmaceuticals position peaked at $5.21K in Q2 2019.
  • 369 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2019, filed 13 Feb 2024.