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Kiwi Wealth Investments Limited Partnership’s Ionis Pharmaceuticals IONS Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2019
Q4 		– Sell
-45,197
Closed -$2.71M – 195
2019
Q3 		$2.71M Buy
45,197
+9,065
+25% +$591K 0.22% 115
2019
Q2 		$2.32M Buy
36,132
+7,977
+28% +$564K 0.2% 127
2019
Q1 		$2.29M Sell
28,155
-3,459
-11% -$223K 0.21% 122
2018
Q4 		$1.71M Buy
+31,614
New +$1.61M 0.18% 133

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's IONS Position: Q4 2019 in Review

Kiwi Wealth Investments Limited Partnership sold out of Ionis Pharmaceuticals (IONS) in Q4 2019, closing a stake of 45,197 shares — an estimated $2.71M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in IONS in Q4 2018 and held it in 4 quarters. The position peaked at $2.71M in Q3 2019. 391 funds tracked by Wall St. Rank hold IONS as of Q4 2019.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Ionis Pharmaceuticals position as of Q4 2019 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 45,197 Ionis Pharmaceuticals shares in Q4 2019, an estimated $2.71M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Ionis Pharmaceuticals in Q4 2018 and held it in 4 quarters.
  • Kiwi Wealth Investments Limited Partnership's Ionis Pharmaceuticals position peaked at $2.71M in Q3 2019.
  • 391 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2019.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2019, filed 12 Feb 2020.