MFWM
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Motley Fool Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Motley Fool Wealth Management’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
Q3 		– Sell
-567,005
Closed -$36.4M – 132
2019
Q2 		$36.4M Sell
567,005
-41,207
-7% -$2.91M 2.28% 9
2019
Q1 		$49.4M Buy
608,212
+73,125
+14% +$4.72M 3.18% 5
2018
Q4 		$28.9M Sell
535,087
-1,583
-0.3% -$80.7K 2.2% 13
2018
Q3 		$27.7M Buy
536,670
+1,374
+0.3% +$64.6K 1.77% 15
2018
Q2 		$22.3M Buy
535,296
+206,322
+63% +$9.15M 1.58% 21
2018
Q1 		$14.5M Sell
328,974
-354
-0.1% -$18K 1.07% 29
2017
Q4 		$16.6M Sell
329,328
-2,679
-0.8% -$147K 1.27% 23
2017
Q3 		$16.8M Sell
332,007
-10,322
-3% -$541K 1.43% 21
2017
Q2 		$17.4M Buy
342,329
+16,364
+5% +$762K 1.58% 18
2017
Q1 		$13.1M Sell
325,965
-7,639
-2% -$343K 1.26% 27
2016
Q4 		$16M Buy
333,604
+1,079
+0.3% +$42.7K 1.7% 16
2016
Q3 		$12.2M Sell
332,525
-6,672
-2% -$209K 1.28% 24
2016
Q2 		$7.9M Buy
339,197
+172,684
+104% +$5.57M 0.87% 34
2016
Q1 		$6.74M Buy
166,513
+56,320
+51% +$2.29M 0.79% 35
2015
Q4 		$6.82M Buy
110,193
+5,406
+5% +$292K 0.81% 34
2015
Q3 		$4.24M Buy
104,787
+27,998
+36% +$1.45M 0.55% 55
2015
Q2 		$4.42M Buy
76,789
+19,122
+33% +$1.22M 0.71% 40
2015
Q1 		$3.67M Buy
57,667
+38,109
+195% +$2.59M 0.76% 41
2014
Q4 		$1.21M Buy
+19,558
New +$965K 0.71% 49

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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

Motley Fool Wealth Management's IONS Position: Q3 2019 in Review

Motley Fool Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q3 2019, closing a stake of 567,005 shares — an estimated $36.4M sold.

Motley Fool Wealth Management first reported a position in IONS in Q4 2014 and held it in 19 quarters. The position peaked at $49.4M in Q1 2019. 370 funds tracked by Wall St. Rank hold IONS as of Q3 2019.

  • Motley Fool Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q3 2019 after selling out during the quarter.
  • Motley Fool Wealth Management sold 567,005 Ionis Pharmaceuticals shares in Q3 2019, an estimated $36.4M.
  • Motley Fool Wealth Management first reported a position in Ionis Pharmaceuticals in Q4 2014 and held it in 19 quarters.
  • Motley Fool Wealth Management's Ionis Pharmaceuticals position peaked at $49.4M in Q1 2019.
  • 370 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2019.

Based on Motley Fool Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.