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Fusion Family Wealth’s Ionis Pharmaceuticals IONS Stock Holding History

Fusion Family 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
2017
Q1 		– Sell
-464
Closed -$23K – 368
2016
Q4 		$23K Buy
+464
New +$18.4K 0.01% 177

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Fusion Family Wealth's IONS Position: Q1 2017 in Review

Fusion Family Wealth sold out of Ionis Pharmaceuticals (IONS) in Q1 2017, closing a stake of 464 shares — an estimated $23K sold.

Fusion Family Wealth first reported a position in IONS in Q4 2016 and held it in 1 quarter. The position peaked at $23K in Q4 2016. 270 funds tracked by Wall St. Rank hold IONS as of Q1 2017.

  • Fusion Family Wealth reported no remaining Ionis Pharmaceuticals position as of Q1 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 464 Ionis Pharmaceuticals shares in Q1 2017, an estimated $23K.
  • Fusion Family Wealth first reported a position in Ionis Pharmaceuticals in Q4 2016 and held it in 1 quarter.
  • Fusion Family Wealth's Ionis Pharmaceuticals position peaked at $23K in Q4 2016.
  • 270 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.