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Institutional & Family Asset Management’s Ionis Pharmaceuticals IONS Stock Holding History

Institutional & Family Asset 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
Q2 		$17.2K Sell
361
-330
-48% -$13.5K ﹤0.01% 357
2024
Q1 		$30K Sell
691
-38
-5% -$1.81K ﹤0.01% 292
2023
Q4 		$36.9K Hold
729
– – 0.01% 256
2023
Q3 		$33.1K Hold
729
– – 0.01% 256
2023
Q2 		$29.9K Sell
729
-7
-1% -$269 ﹤0.01% 272
2023
Q1 		$26.3K Sell
736
-38
-5% -$1.43K ﹤0.01% 276
2022
Q4 		$29.2K Sell
774
-12
-2% -$505 ﹤0.01% 267
2022
Q3 		$35K Buy
786
+40
+5% +$1.69K 0.01% 249
2022
Q2 		$28K Hold
746
– – ﹤0.01% 278
2022
Q1 		$28K Sell
746
-19
-2% -$622 ﹤0.01% 319
2021
Q4 		$23K Hold
765
– – ﹤0.01% 351
2021
Q3 		$26K Hold
765
– – ﹤0.01% 423
2021
Q2 		$31K Hold
765
– – 0.01% 412
2021
Q1 		$34K Sell
765
-254
-25% -$14.2K 0.01% 420
2020
Q4 		$58K Hold
1,019
– – 0.01% 304
2020
Q3 		$48K Hold
1,019
– – 0.01% 290
2020
Q2 		$60K Sell
1,019
-13
-1% -$723 0.01% 290
2020
Q1 		$49K Hold
1,032
– – 0.01% 276
2019
Q4 		$62K Sell
1,032
-4
-0.4% -$238 0.01% 301
2019
Q3 		$62K Buy
1,036
+3
+0.3% +$196 0.01% 272
2019
Q2 		$66K Buy
1,033
+53
+5% +$3.75K 0.01% 277
2019
Q1 		$80K Sell
980
-37
-4% -$2.39K 0.02% 268
2018
Q4 		$55K Hold
1,017
– – 0.01% 309
2018
Q3 		$52K Hold
1,017
– – 0.01% 348
2018
Q2 		$42K Hold
1,017
– – 0.01% 367
2018
Q1 		$45K Buy
+1,017
New +$51.7K 0.01% 336

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

Institutional & Family Asset Management's IONS Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Ionis Pharmaceuticals (IONS) stake by 48% in Q2 2024, selling an estimated $13.5K and leaving 361 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Institutional & Family Asset Management first reported a position in IONS in Q1 2018 and has held it in 26 quarters since. The position peaked at $80K in Q1 2019. 356 funds tracked by Wall St. Rank hold IONS as of Q2 2024.

  • Institutional & Family Asset Management held 361 shares of Ionis Pharmaceuticals worth $17.2K as of Q2 2024.
  • Institutional & Family Asset Management sold 330 Ionis Pharmaceuticals shares in Q2 2024, an estimated $13.5K.
  • Ionis Pharmaceuticals made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #357 holding.
  • Institutional & Family Asset Management first reported a position in Ionis Pharmaceuticals in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Ionis Pharmaceuticals position peaked at $80K in Q1 2019.
  • 356 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.