CWP
IONS icon

Capital Wealth Planning’s Ionis Pharmaceuticals IONS Stock Holding History

Capital Wealth Planning’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
Q1 		– Sell
-5,408
Closed -$274K – 155
2023
Q4 		$274K Buy
+5,408
New +$259K ﹤0.01% 128

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Wealth Planning's IONS Position: Q1 2024 in Review

Capital Wealth Planning sold out of Ionis Pharmaceuticals (IONS) in Q1 2024, closing a stake of 5,408 shares — an estimated $274K sold.

Capital Wealth Planning first reported a position in IONS in Q4 2023 and held it in 1 quarter. The position peaked at $274K in Q4 2023. 361 funds tracked by Wall St. Rank hold IONS as of Q1 2024.

  • Capital Wealth Planning reported no remaining Ionis Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 5,408 Ionis Pharmaceuticals shares in Q1 2024, an estimated $274K.
  • Capital Wealth Planning first reported a position in Ionis Pharmaceuticals in Q4 2023 and held it in 1 quarter.
  • Capital Wealth Planning's Ionis Pharmaceuticals position peaked at $274K in Q4 2023.
  • 361 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2024.

Based on Capital Wealth Planning's 13F filing for Q1 2024, filed 7 May 2024.