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Koss-Olinger Consulting’s Ionis Pharmaceuticals IONS Stock Holding History

Koss-Olinger Consulting’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
Q1 		– Sell
-4,539
Closed -$230K – 171
2023
Q4 		$230K Sell
4,539
-13,368
-75% -$640K 0.02% 279
2023
Q3 		$812K Hold
17,907
– – 0.12% 97
2023
Q2 		$735K Sell
17,907
-361
-2% -$13.9K 0.09% 113
2023
Q1 		$653K Sell
18,268
-295
-2% -$11.1K 0.08% 114
2022
Q4 		$701K Sell
18,563
-17,376
-48% -$731K 0.1% 100
2022
Q3 		$1.59M Sell
35,939
-2,983
-8% -$126K 0.27% 29
2022
Q2 		$1.44M Sell
38,922
-5,198
-12% -$196K 0.26% 31
2022
Q1 		$1.63M Buy
44,120
+14,959
+51% +$490K 0.26% 32
2021
Q4 		$887K Buy
29,161
+17,729
+155% +$558K 0.14% 61
2021
Q3 		$383K Buy
+11,432
New +$431K 0.06% 145

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Koss-Olinger Consulting's IONS Position: Q1 2024 in Review

Koss-Olinger Consulting sold out of Ionis Pharmaceuticals (IONS) in Q1 2024, closing a stake of 4,539 shares — an estimated $230K sold.

Koss-Olinger Consulting first reported a position in IONS in Q3 2021 and held it in 10 quarters. The position peaked at $1.63M in Q1 2022. 361 funds tracked by Wall St. Rank hold IONS as of Q1 2024.

  • Koss-Olinger Consulting reported no remaining Ionis Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 4,539 Ionis Pharmaceuticals shares in Q1 2024, an estimated $230K.
  • Koss-Olinger Consulting first reported a position in Ionis Pharmaceuticals in Q3 2021 and held it in 10 quarters.
  • Koss-Olinger Consulting's Ionis Pharmaceuticals position peaked at $1.63M in Q1 2022.
  • 361 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2024.

Based on Koss-Olinger Consulting's 13F filing for Q1 2024, filed 18 Apr 2024.