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Valley Wealth Managers’s Ionis Pharmaceuticals IONS Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-26
Closed -$1K – 149
2017
Q1 		$1K Sell
26
-38
-59% -$1.71K ﹤0.01% 199
2016
Q4 		$3K Buy
+64
New +$2.53K ﹤0.01% 203

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Valley Wealth Managers's IONS Position: Q2 2017 in Review

Valley Wealth Managers sold out of Ionis Pharmaceuticals (IONS) in Q2 2017, closing a stake of 26 shares — an estimated $1K sold.

Valley Wealth Managers first reported a position in IONS in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 293 funds tracked by Wall St. Rank hold IONS as of Q2 2017.

  • Valley Wealth Managers reported no remaining Ionis Pharmaceuticals position as of Q2 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 26 Ionis Pharmaceuticals shares in Q2 2017, an estimated $1K.
  • Valley Wealth Managers first reported a position in Ionis Pharmaceuticals in Q4 2016 and held it in 2 quarters.
  • Valley Wealth Managers's Ionis Pharmaceuticals position peaked at $3K in Q4 2016.
  • 293 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.