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B. Riley Wealth Advisors’s Illumina ILMN Stock Holding History

B. Riley 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
2024
Q4 		$1.23M Sell
9,201
-2,772
-23% -$395K 0.04% 391
2024
Q3 		$1.58M Buy
11,973
+4,797
+67% +$592K 0.04% 381
2024
Q2 		$749K Buy
7,176
+4,506
+169% +$505K 0.02% 643
2024
Q1 		$357K Sell
2,670
-10,350
-79% -$1.39M 0.01% 960
2023
Q4 		$1.76M Buy
13,020
+10,350
+388% +$1.19M 0.05% 386
2023
Q3 		$357K Sell
2,670
-6,242
-70% -$1.03M 0.01% 960
2023
Q2 		$1.62M Buy
8,912
+2,185
+32% +$442K 0.04% 427
2023
Q1 		$1.52M Buy
6,727
+1,616
+32% +$331K 0.04% 430
2022
Q4 		$1,000K Buy
5,111
+1,086
+27% +$225K 0.03% 532
2022
Q3 		$743K Buy
4,025
+1,529
+61% +$302K 0.02% 611
2022
Q2 		$444K Sell
2,496
-1,658
-40% -$423K 0.02% 710
2022
Q1 		$1.41M Buy
4,154
+142
+4% +$48K 0.05% 381
2021
Q4 		$1.49M Sell
4,012
-842
-17% -$319K 0.04% 426
2021
Q3 		$1.93M Buy
4,854
+325
+7% +$149K 0.06% 340
2021
Q2 		$2.07M Sell
4,529
-210
-4% -$84.6K 0.07% 325
2021
Q1 		$1.77M Buy
4,739
+2,851
+151% +$1.16M 0.06% 336
2020
Q4 		$680K Sell
1,888
-465
-20% -$148K 0.04% 440
2020
Q3 		$722K Buy
2,353
+14
+0.6% +$4.82K 0.04% 402
2020
Q2 		$843K Buy
2,339
+1,369
+141% +$441K 0.06% 314
2020
Q1 		$260K Buy
970
+337
+53% +$94.2K 0.02% 588
2019
Q4 		$205K Buy
+633
New +$192K 0.02% 751
2019
Q3 		– Sell
-1,483
Closed -$532K – 831
2019
Q2 		$532K Sell
1,483
-280
-16% -$88.4K 0.06% 355
2019
Q1 		$533K Sell
1,763
-922
-34% -$269K 0.07% 322
2018
Q4 		$784K Buy
2,685
+335
+14% +$104K 0.11% 198
2018
Q3 		$840K Buy
2,350
+414
+21% +$133K 0.1% 216
2018
Q2 		$526K Buy
1,936
+350
+22% +$89K 0.07% 312
2018
Q1 		$365K Sell
1,586
-790
-33% -$181K 0.05% 395
2017
Q4 		$505K Buy
2,376
+1,041
+78% +$214K 0.07% 310
2017
Q3 		$259K Buy
+1,335
New +$249K 0.04% 423
2017
Q2 		– Sell
-1,832
Closed -$305K – 541
2017
Q1 		$305K Sell
1,832
-26
-1% -$4.1K 0.06% 334
2016
Q4 		$232K Sell
1,858
-453
-20% -$61.1K 0.05% 414
2016
Q3 		$409K Buy
2,311
+225
+11% +$36K 0.08% 314
2016
Q2 		$285K Sell
2,086
-20
-0.9% -$2.84K 0.06% 407
2016
Q1 		$332K Buy
2,106
+222
+12% +$33.9K 0.08% 323
2015
Q4 		$352K Sell
1,884
-1,519
-45% -$245K 0.07% 318
2015
Q3 		$583K Buy
3,403
+992
+41% +$201K 0.14% 203
2015
Q2 		$515K Sell
2,411
-559
-19% -$109K 0.13% 201
2015
Q1 		$536K Sell
2,970
-1,698
-36% -$320K 0.13% 204
2014
Q4 		$4.25K Buy
4,668
+3,028
+185% +$534K 0.09% 283
2014
Q3 		$261K Sell
1,640
-862
-34% -$144K 0.07% 412
2014
Q2 		$209K Buy
+2,502
New +$373K 0.05% 436

Other funds holding ILMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

B. Riley Wealth Advisors's ILMN Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Illumina (ILMN) stake by 23% in Q4 2024, selling an estimated $395K and leaving 9,201 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #391.

B. Riley Wealth Advisors first reported a position in ILMN in Q2 2014 and has held it in 41 quarters since. The position peaked at $2.07M in Q2 2021. 854 funds tracked by Wall St. Rank hold ILMN as of Q4 2024.

  • B. Riley Wealth Advisors held 9,201 shares of Illumina worth $1.23M as of Q4 2024.
  • B. Riley Wealth Advisors sold 2,772 Illumina shares in Q4 2024, an estimated $395K.
  • Illumina made up 0.04% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #391 holding.
  • B. Riley Wealth Advisors first reported a position in Illumina in Q2 2014 and has held it in 41 quarters since.
  • B. Riley Wealth Advisors's Illumina position peaked at $2.07M in Q2 2021.
  • 854 funds tracked by Wall St. Rank held Illumina as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.