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Avantax Planning Partners’s Illumina ILMN Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-103
Closed -$37K – 722
2018
Q3 		$37K Buy
+103
New +$33K ﹤0.01% 553
2018
Q2 		– Sell
-211
Closed -$48K – 818
2018
Q1 		$48K Buy
+211
New +$48.4K ﹤0.01% 541

Other funds holding ILMN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Planning Partners's ILMN Position: Q4 2018 in Review

Avantax Planning Partners sold out of Illumina (ILMN) in Q4 2018, closing a stake of 103 shares — an estimated $37K sold.

Avantax Planning Partners first reported a position in ILMN in Q1 2018 and held it in 2 quarters. The position peaked at $48K in Q1 2018. 843 funds tracked by Wall St. Rank hold ILMN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Illumina position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 103 Illumina shares in Q4 2018, an estimated $37K.
  • Avantax Planning Partners first reported a position in Illumina in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Illumina position peaked at $48K in Q1 2018.
  • 843 funds tracked by Wall St. Rank held Illumina as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.