Amplius Wealth Advisors’s Illumina ILMN Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-15	Closed	-$5K	–	512
2021 Q4	$5K	Buy	+15	New	+$5.68K	﹤0.01%	709

Other funds holding ILMN

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amplius Wealth Advisors's ILMN Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Illumina (ILMN) in Q1 2022, closing a stake of 15 shares — an estimated $5K sold.

Amplius Wealth Advisors first reported a position in ILMN in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold ILMN as of Q1 2022.

Amplius Wealth Advisors reported no remaining Illumina position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 15 Illumina shares in Q1 2022, an estimated $5K.
Amplius Wealth Advisors first reported a position in Illumina in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Illumina position peaked at $5K in Q4 2021.
1,041 funds tracked by Wall St. Rank held Illumina as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.