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Buckingham Strategic Wealth’s Ionis Pharmaceuticals IONS Stock Holding History

Buckingham Strategic Wealth’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 		$250K Hold
5,251
– – ﹤0.01% 647
2024
Q1 		$228K Buy
5,251
+81
+2% +$3.86K ﹤0.01% 671
2023
Q4 		$262K Hold
5,170
– – ﹤0.01% 604
2023
Q3 		$235K Buy
5,170
+45
+0.9% +$1.86K ﹤0.01% 589
2023
Q2 		$210K Buy
+5,125
New +$197K ﹤0.01% 631
2022
Q4 		– Sell
-5,092
Closed -$225K – 642
2022
Q3 		$225K Buy
+5,092
New +$215K ﹤0.01% 526
2021
Q3 		– Sell
-5,078
Closed -$203K – 604
2021
Q2 		$203K Hold
5,078
– – ﹤0.01% 565
2021
Q1 		$228K Sell
5,078
-134
-3% -$7.47K 0.01% 491
2020
Q4 		$295K Hold
5,212
– – 0.02% 422
2020
Q3 		$247K Buy
+5,212
New +$290K 0.02% 417
2020
Q2 		– Sell
-5,212
Closed -$246K – 441
2020
Q1 		$246K Hold
5,212
– – 0.02% 385
2019
Q4 		$315K Hold
5,212
– – 0.03% 347
2019
Q3 		$312K Sell
5,212
-1,866
-26% -$122K 0.03% 318
2019
Q2 		$455K Sell
7,078
-106
-1% -$7.49K 0.05% 260
2019
Q1 		$583K Buy
+7,184
New +$463K 0.07% 199

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

Buckingham Strategic Wealth's IONS Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Ionis Pharmaceuticals (IONS) position steady in Q2 2024 at 5,251 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Buckingham Strategic Wealth first reported a position in IONS in Q1 2019 and has held it in 15 quarters since. The position peaked at $583K in Q1 2019. 356 funds tracked by Wall St. Rank hold IONS as of Q2 2024.

  • Buckingham Strategic Wealth held 5,251 shares of Ionis Pharmaceuticals worth $250K as of Q2 2024.
  • Buckingham Strategic Wealth left its Ionis Pharmaceuticals share count unchanged in Q2 2024.
  • Ionis Pharmaceuticals made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #647 holding.
  • Buckingham Strategic Wealth first reported a position in Ionis Pharmaceuticals in Q1 2019 and has held it in 15 quarters since.
  • Buckingham Strategic Wealth's Ionis Pharmaceuticals position peaked at $583K in Q1 2019.
  • 356 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.