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Kiley Juergens Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-790
Closed -$40K – 328
2018
Q3 		$40K Hold
790
– – 0.03% 265
2018
Q2 		$32K Buy
+790
New +$35K 0.03% 257
2018
Q1 		– Sell
-790
Closed -$39K – 328
2017
Q4 		$39K Buy
+790
New +$43.3K 0.04% 230

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kiley Juergens Wealth Management's IONS Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q4 2018, closing a stake of 790 shares — an estimated $40K sold.

Kiley Juergens Wealth Management first reported a position in IONS in Q4 2017 and held it in 3 quarters. The position peaked at $40K in Q3 2018. 329 funds tracked by Wall St. Rank hold IONS as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 790 Ionis Pharmaceuticals shares in Q4 2018, an estimated $40K.
  • Kiley Juergens Wealth Management first reported a position in Ionis Pharmaceuticals in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Ionis Pharmaceuticals position peaked at $40K in Q3 2018.
  • 329 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.