Kelly Financial Services’s Ionis Pharmaceuticals IONS Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-30	Closed	-$1.43K	–	414
2024 Q2	$1.43K	Hold	30	–	–	﹤0.01%	624
2024 Q1	$1.3K	Hold	30	–	–	﹤0.01%	649
2023 Q4	$1.52K	Hold	30	–	–	﹤0.01%	613
2023 Q3	$1.36K	Hold	30	–	–	﹤0.01%	588
2023 Q2	$1.23K	Hold	30	–	–	﹤0.01%	589
2023 Q1	$1.07K	Hold	30	–	–	﹤0.01%	586
2022 Q4	$1.13K	Hold	30	–	–	﹤0.01%	559
2022 Q3	$1.33K	Hold	30	–	–	﹤0.01%	548
2022 Q2	$1.11K	Hold	30	–	–	﹤0.01%	546
2022 Q1	$1.11K	Hold	30	–	–	﹤0.01%	567
2021 Q4	$913	Hold	30	–	–	﹤0.01%	594
2021 Q3	$1.01K	Sell	30 -1,167	-97%	-$44K	﹤0.01%	571
2021 Q2	$30K	Buy	1,197 +567	+90%	+$22.2K	﹤0.01%	514
2021 Q1	$28.3K	Sell	630 -338	-35%	-$18.9K	0.02%	185
2020 Q4	$54.7K	Hold	968	–	–	0.04%	106
2020 Q3	$45.9K	Hold	968	–	–	0.03%	103
2020 Q2	$57.1K	Hold	968	–	–	0.04%	79
2020 Q1	$45.8K	Hold	968	–	–	0.06%	77
2019 Q4	$58.5K	Hold	968	–	–	0.04%	72
2019 Q3	$58K	Sell	968 -32	-3%	-$2.09K	0.05%	72
2019 Q2	$64.3K	Hold	1,000	–	–	0.06%	64
2019 Q1	$81.2K	Buy	+1,000	New	+$64.5K	0.09%	52

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Kelly Financial Services's IONS Position: Q3 2024 in Review

Kelly Financial Services sold out of Ionis Pharmaceuticals (IONS) in Q3 2024, closing a stake of 30 shares — an estimated $1.43K sold.

Kelly Financial Services first reported a position in IONS in Q1 2019 and held it in 22 quarters. The position peaked at $81.2K in Q1 2019. 353 funds tracked by Wall St. Rank hold IONS as of Q3 2024.

Kelly Financial Services reported no remaining Ionis Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 30 Ionis Pharmaceuticals shares in Q3 2024, an estimated $1.43K.
Kelly Financial Services first reported a position in Ionis Pharmaceuticals in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Ionis Pharmaceuticals position peaked at $81.2K in Q1 2019.
353 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.