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Focused Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Focused 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
2024
Q1 		– Sell
-16
Closed -$809 – 556
2023
Q4 		$809 Hold
16
– – ﹤0.01% 870
2023
Q3 		$726 Hold
16
– – ﹤0.01% 879
2023
Q2 		$656 Hold
16
– – ﹤0.01% 934
2023
Q1 		$572 Hold
16
– – ﹤0.01% 928
2022
Q4 		$604 Hold
16
– – ﹤0.01% 930
2022
Q3 		$1K Hold
16
– – ﹤0.01% 855
2022
Q2 		$1K Hold
16
– – ﹤0.01% 833
2022
Q1 		$1K Hold
16
– – ﹤0.01% 890
2021
Q4 		$0 Hold
16
– – ﹤0.01% 1040
2021
Q3 		$1K Buy
+16
New +$603 ﹤0.01% 899

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

Focused Wealth Management's IONS Position: Q1 2024 in Review

Focused Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q1 2024, closing a stake of 16 shares — an estimated $809 sold.

Focused Wealth Management first reported a position in IONS in Q3 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 361 funds tracked by Wall St. Rank hold IONS as of Q1 2024.

  • Focused Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 16 Ionis Pharmaceuticals shares in Q1 2024, an estimated $809.
  • Focused Wealth Management first reported a position in Ionis Pharmaceuticals in Q3 2021 and held it in 10 quarters.
  • Focused Wealth Management's Ionis Pharmaceuticals position peaked at $1K in Q3 2022.
  • 361 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.