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Abound Wealth Management’s Illumina ILMN Stock Holding History

Abound Wealth Management’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$111 – 1299
2024
Q4 		$111 Buy
+1
New +$142 ﹤0.01% 1202
2024
Q3 		– Sell
-26
Closed -$2.71K – 1316
2024
Q2 		$2.71K Sell
26
-5
-16% -$561 ﹤0.01% 610
2024
Q1 		$4.12K Buy
31
+10
+48% +$1.34K ﹤0.01% 566
2023
Q4 		$2.79K Buy
21
+2
+11% +$231 ﹤0.01% 613
2023
Q3 		$2.47K Sell
19
-2
-10% -$329 ﹤0.01% 586
2023
Q2 		$3.75K Buy
21
+2
+11% +$405 ﹤0.01% 550
2023
Q1 		$4.19K Hold
19
– – ﹤0.01% 451
2022
Q4 		$3.64K Buy
19
+10
+111% +$2.07K ﹤0.01% 416
2022
Q3 		$1.72K Buy
+9
New +$1.78K ﹤0.01% 509

Other funds holding ILMN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abound Wealth Management's ILMN Position: Q1 2025 in Review

Abound Wealth Management sold out of Illumina (ILMN) in Q1 2025, closing a stake of 1 share — an estimated $111 sold.

Abound Wealth Management first reported a position in ILMN in Q3 2022 and held it in 9 quarters. The position peaked at $4.19K in Q1 2023. 721 funds tracked by Wall St. Rank hold ILMN as of Q1 2025.

  • Abound Wealth Management reported no remaining Illumina position as of Q1 2025 after selling out during the quarter.
  • Abound Wealth Management sold 1 Illumina share in Q1 2025, an estimated $111.
  • Abound Wealth Management first reported a position in Illumina in Q3 2022 and held it in 9 quarters.
  • Abound Wealth Management's Illumina position peaked at $4.19K in Q1 2023.
  • 721 funds tracked by Wall St. Rank held Illumina as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.