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Mosaic Family Wealth’s Ionis Pharmaceuticals IONS Stock Holding History

Mosaic Family Wealth’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
Q4 		– Sell
-2,000
Closed -$101K – 795
2017
Q3 		$101K Buy
+2,000
New +$105K 0.04% 260

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mosaic Family Wealth's IONS Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Ionis Pharmaceuticals (IONS) in Q2 2019, closing a stake of 352 shares — an estimated $29K sold.

Mosaic Family Wealth first reported a position in IONS in Q4 2015 and held it in 14 quarters. The position peaked at $144K in Q4 2015. 396 funds tracked by Wall St. Rank hold IONS as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Ionis Pharmaceuticals position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 352 Ionis Pharmaceuticals shares in Q2 2019, an estimated $29K.
  • Mosaic Family Wealth first reported a position in Ionis Pharmaceuticals in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Ionis Pharmaceuticals position peaked at $144K in Q4 2015.
  • 396 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.