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Atria Wealth Solutions’s Illumina ILMN Stock Holding History

Atria Wealth Solutions’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
-2,460
Closed -$329K – 1968
2024
Q4 		$329K Sell
2,460
-466
-16% -$66.4K ﹤0.01% 1488
2024
Q3 		$382K Sell
2,926
-147
-5% -$18.1K ﹤0.01% 1376
2024
Q2 		$321K Buy
3,073
+680
+28% +$76.3K ﹤0.01% 1463
2024
Q1 		$320K Sell
2,393
-16
-0.7% -$2.15K ﹤0.01% 1517
2023
Q4 		$326K Sell
2,409
-21
-0.9% -$2.42K ﹤0.01% 1436
2023
Q3 		$325K Sell
2,430
-132
-5% -$21.7K ﹤0.01% 1365
2023
Q2 		$467K Sell
2,562
-1,513
-37% -$306K 0.01% 1190
2023
Q1 		$922K Sell
4,075
-491
-11% -$100K 0.01% 830
2022
Q4 		$894K Sell
4,566
-561
-11% -$116K 0.01% 799
2022
Q3 		$951K Buy
5,127
+2,156
+73% +$427K 0.02% 728
2022
Q2 		$533K Sell
2,971
-2,234
-43% -$570K 0.01% 944
2022
Q1 		$1.77M Buy
+5,205
New +$1.76M 0.03% 517

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

Atria Wealth Solutions's ILMN Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Illumina (ILMN) in Q1 2025, closing a stake of 2,460 shares — an estimated $329K sold.

Atria Wealth Solutions first reported a position in ILMN in Q1 2022 and held it in 12 quarters. The position peaked at $1.77M in Q1 2022. 721 funds tracked by Wall St. Rank hold ILMN as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Illumina position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,460 Illumina shares in Q1 2025, an estimated $329K.
  • Atria Wealth Solutions first reported a position in Illumina in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Illumina position peaked at $1.77M in Q1 2022.
  • 721 funds tracked by Wall St. Rank held Illumina as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.