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Lee, Danner & Bass’s Ionis Pharmaceuticals IONS Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-22
Closed -$769 – 467
2024
Q4 		$769 Buy
+22
New +$822 ﹤0.01% 720

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lee, Danner & Bass's IONS Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Ionis Pharmaceuticals (IONS) in Q1 2025, closing a stake of 22 shares — an estimated $769 sold.

Lee, Danner & Bass first reported a position in IONS in Q4 2024 and held it in 1 quarter. The position peaked at $769 in Q4 2024. 343 funds tracked by Wall St. Rank hold IONS as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Ionis Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 22 Ionis Pharmaceuticals shares in Q1 2025, an estimated $769.
  • Lee, Danner & Bass first reported a position in Ionis Pharmaceuticals in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Ionis Pharmaceuticals position peaked at $769 in Q4 2024.
  • 343 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.