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Waverly Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Waverly 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
2014
Q4 		– Sell
-90
Closed -$3K – 542
2014
Q3 		$3K Hold
90
– – ﹤0.01% 697
2014
Q2 		$3K Hold
90
– – ﹤0.01% 665
2014
Q1 		$4K Hold
90
– – ﹤0.01% 593
2013
Q4 		$4K Buy
+90
New +$3.21K ﹤0.01% 705

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Waverly Advisors's IONS Position: Q4 2014 in Review

Waverly Advisors sold out of Ionis Pharmaceuticals (IONS) in Q4 2014, closing a stake of 90 shares — an estimated $3K sold.

Waverly Advisors first reported a position in IONS in Q4 2013 and held it in 4 quarters. The position peaked at $4K in Q1 2014. 285 funds tracked by Wall St. Rank hold IONS as of Q4 2014.

  • Waverly Advisors reported no remaining Ionis Pharmaceuticals position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 90 Ionis Pharmaceuticals shares in Q4 2014, an estimated $3K.
  • Waverly Advisors first reported a position in Ionis Pharmaceuticals in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Ionis Pharmaceuticals position peaked at $4K in Q1 2014.
  • 285 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.