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Michael J. Puzo’s Ionis Pharmaceuticals IONS Stock Holding History

Michael J. Puzo’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
2017
Q2 		– Sell
-7,175
Closed -$287K – 77
2017
Q1 		$287K Sell
7,175
-3,050
-30% -$137K 0.16% 68
2016
Q4 		$489K Sell
10,225
-1,145
-10% -$45.3K 0.28% 59
2016
Q3 		$417K Sell
11,370
-2,400
-17% -$75.1K 0.24% 63
2016
Q2 		$321K Hold
13,770
– – 0.21% 65
2016
Q1 		$557K Buy
13,770
+250
+2% +$10.2K 0.37% 58
2015
Q4 		$839K Buy
13,520
+70
+0.5% +$3.78K 0.59% 45
2015
Q3 		$544K Hold
13,450
– – 0.39% 57
2015
Q2 		$774K Sell
13,450
-800
-6% -$50.9K 0.5% 52
2015
Q1 		$907K Buy
14,250
+1,450
+11% +$98.4K 0.58% 48
2014
Q4 		$790K Buy
12,800
+1,700
+15% +$83.9K 0.52% 53
2014
Q3 		$431K Buy
11,100
+3,560
+47% +$126K 0.3% 65
2014
Q2 		$260K Buy
+7,540
New +$237K 0.18% 68

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Michael J. Puzo's IONS Position: Q2 2017 in Review

Michael J. Puzo sold out of Ionis Pharmaceuticals (IONS) in Q2 2017, closing a stake of 7,175 shares — an estimated $287K sold.

Michael J. Puzo first reported a position in IONS in Q2 2014 and held it in 12 quarters. The position peaked at $907K in Q1 2015. 293 funds tracked by Wall St. Rank hold IONS as of Q2 2017.

  • Michael J. Puzo reported no remaining Ionis Pharmaceuticals position as of Q2 2017 after selling out during the quarter.
  • Michael J. Puzo sold 7,175 Ionis Pharmaceuticals shares in Q2 2017, an estimated $287K.
  • Michael J. Puzo first reported a position in Ionis Pharmaceuticals in Q2 2014 and held it in 12 quarters.
  • Michael J. Puzo's Ionis Pharmaceuticals position peaked at $907K in Q1 2015.
  • 293 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2017.

Based on Michael J. Puzo's 13F filing for Q2 2017, filed 25 Jul 2017.