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SYSTM Wealth Solutions’s Ionis Pharmaceuticals IONS Stock Holding History

SYSTM Wealth 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
2024
Q3 		– Sell
-73
Closed -$3.48K – 354
2024
Q2 		$3.48K Sell
73
-131
-64% -$5.37K ﹤0.01% 590
2024
Q1 		$8.84K Hold
204
– – ﹤0.01% 787
2023
Q4 		$10.3K Buy
+204
New +$9.77K ﹤0.01% 824

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

SYSTM Wealth Solutions's IONS Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Ionis Pharmaceuticals (IONS) in Q3 2024, closing a stake of 73 shares — an estimated $3.48K sold.

SYSTM Wealth Solutions first reported a position in IONS in Q4 2023 and held it in 3 quarters. The position peaked at $10.3K in Q4 2023. 353 funds tracked by Wall St. Rank hold IONS as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Ionis Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 73 Ionis Pharmaceuticals shares in Q3 2024, an estimated $3.48K.
  • SYSTM Wealth Solutions first reported a position in Ionis Pharmaceuticals in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Ionis Pharmaceuticals position peaked at $10.3K in Q4 2023.
  • 353 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.