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Zullo Investment Group’s Ionis Pharmaceuticals IONS Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-682
Closed -$25.8K – 423
2022
Q4 		$25.8K Hold
682
– – 0.02% 359
2022
Q3 		$30K Sell
682
-135
-17% -$5.69K 0.02% 335
2022
Q2 		$30K Hold
817
– – 0.02% 340
2022
Q1 		$30K Sell
817
-69
-8% -$2.26K 0.02% 365
2021
Q4 		$27K Buy
+886
New +$27.9K 0.01% 385

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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Zullo Investment Group's IONS Position: Q1 2023 in Review

Zullo Investment Group sold out of Ionis Pharmaceuticals (IONS) in Q1 2023, closing a stake of 682 shares — an estimated $25.8K sold.

Zullo Investment Group first reported a position in IONS in Q4 2021 and held it in 5 quarters. The position peaked at $30K in Q3 2022. 313 funds tracked by Wall St. Rank hold IONS as of Q1 2023.

  • Zullo Investment Group reported no remaining Ionis Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 682 Ionis Pharmaceuticals shares in Q1 2023, an estimated $25.8K.
  • Zullo Investment Group first reported a position in Ionis Pharmaceuticals in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Ionis Pharmaceuticals position peaked at $30K in Q3 2022.
  • 313 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.