BWCS
IONS icon

Beirne Wealth Consulting Services’s Ionis Pharmaceuticals IONS Stock Holding History

Beirne Wealth Consulting 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
2019
Q4 		– Sell
-5,960
Closed -$357K – 106
2019
Q3 		$357K Buy
5,960
+123
+2% +$8.02K 0.3% 81
2019
Q2 		$375K Buy
5,837
+519
+10% +$36.7K 0.34% 83
2019
Q1 		$432K Sell
5,318
-306
-5% -$19.7K 0.34% 96
2018
Q4 		$304K Buy
+5,624
New +$287K 0.26% 124

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Beirne Wealth Consulting Services's IONS Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of Ionis Pharmaceuticals (IONS) in Q4 2019, closing a stake of 5,960 shares — an estimated $357K sold.

Beirne Wealth Consulting Services first reported a position in IONS in Q4 2018 and held it in 4 quarters. The position peaked at $432K in Q1 2019. 390 funds tracked by Wall St. Rank hold IONS as of Q4 2019.

  • Beirne Wealth Consulting Services reported no remaining Ionis Pharmaceuticals position as of Q4 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 5,960 Ionis Pharmaceuticals shares in Q4 2019, an estimated $357K.
  • Beirne Wealth Consulting Services first reported a position in Ionis Pharmaceuticals in Q4 2018 and held it in 4 quarters.
  • Beirne Wealth Consulting Services's Ionis Pharmaceuticals position peaked at $432K in Q1 2019.
  • 390 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.