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Executive Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Executive 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
Q1 		– Sell
-94
Closed -$5K – 877
2018
Q4 		$5K Buy
+94
New +$4.79K ﹤0.01% 675

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
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Executive Wealth Management's IONS Position: Q1 2019 in Review

Executive Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q1 2019, closing a stake of 94 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in IONS in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 392 funds tracked by Wall St. Rank hold IONS as of Q1 2019.

  • Executive Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 94 Ionis Pharmaceuticals shares in Q1 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in Ionis Pharmaceuticals in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's Ionis Pharmaceuticals position peaked at $5K in Q4 2018.
  • 392 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.