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Perennial Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Perennial Advisors’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
Q1 		– Sell
-205
Closed -$11K – 130
2018
Q4 		$11K Hold
205
– – 0.01% 161
2018
Q3 		$11K Hold
205
– – 0.01% 162
2018
Q2 		$9K Hold
205
– – 0.01% 169
2018
Q1 		$9K Hold
205
– – 0.01% 168
2017
Q4 		$10K Hold
205
– – 0.01% 176
2017
Q3 		$10K Hold
205
– – 0.01% 163
2017
Q2 		$10K Hold
205
– – 0.01% 164
2017
Q1 		$8K Hold
205
– – 0.01% 158
2016
Q4 		$10K Buy
+205
New +$8.11K 0.01% 163

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Perennial Advisors's IONS Position: Q1 2019 in Review

Perennial Advisors sold out of Ionis Pharmaceuticals (IONS) in Q1 2019, closing a stake of 205 shares — an estimated $11K sold.

Perennial Advisors first reported a position in IONS in Q4 2016 and held it in 9 quarters. The position peaked at $11K in Q4 2018. 392 funds tracked by Wall St. Rank hold IONS as of Q1 2019.

  • Perennial Advisors reported no remaining Ionis Pharmaceuticals position as of Q1 2019 after selling out during the quarter.
  • Perennial Advisors sold 205 Ionis Pharmaceuticals shares in Q1 2019, an estimated $11K.
  • Perennial Advisors first reported a position in Ionis Pharmaceuticals in Q4 2016 and held it in 9 quarters.
  • Perennial Advisors's Ionis Pharmaceuticals position peaked at $11K in Q4 2018.
  • 392 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2019.

Based on Perennial Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.