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Simplicity Solutions’s Ionis Pharmaceuticals IONS Stock Holding History

Simplicity Solutions’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
2023
Q4 		$619K Buy
12,239
+41
+0.3% +$1.96K 0.02% 594
2023
Q3 		$553K Sell
12,198
-267
-2% -$11K 0.02% 572
2023
Q2 		$511K Buy
12,465
+218
+2% +$8.38K 0.01% 654
2023
Q1 		$438K Buy
+12,247
New +$460K 0.01% 731
2019
Q2 		– Sell
-5,930
Closed -$481K – 763
2019
Q1 		$481K Buy
5,930
+49
+0.8% +$3.16K 0.03% 403
2018
Q4 		$318K Buy
+5,881
New +$300K 0.04% 431

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Simplicity Solutions's IONS Position: Q4 2023 in Review

Simplicity Solutions increased its Ionis Pharmaceuticals (IONS) stake by 0.34% in Q4 2023, buying an estimated $1.96K and bringing the position to 12,239 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #594.

Simplicity Solutions first reported a position in IONS in Q4 2018 and has held it in 6 quarters since. 363 funds tracked by Wall St. Rank hold IONS as of Q4 2023.

  • Simplicity Solutions held 12,239 shares of Ionis Pharmaceuticals worth $619K as of Q4 2023.
  • Simplicity Solutions bought 41 Ionis Pharmaceuticals shares in Q4 2023, an estimated $1.96K.
  • Ionis Pharmaceuticals made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #594 holding.
  • Simplicity Solutions first reported a position in Ionis Pharmaceuticals in Q4 2018 and has held it in 6 quarters since.
  • 363 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.