BDO Wealth Advisors’s Illumina ILMN Stock Holding History

BDO 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
2023 Q2	$19.7K	Sell	108 -108	-50%	-$21.9K	﹤0.01%	573
2023 Q1	$48.8K	Hold	216	–	–	0.01%	424
2022 Q4	$42.5K	Buy	216 +41	+23%	+$8.5K	0.01%	440
2022 Q3	$32K	Sell	175 -8	-4%	-$1.58K	﹤0.01%	482
2022 Q2	$33K	Hold	183	–	–	﹤0.01%	477
2022 Q1	$62K	Buy	183 +101	+123%	+$34.1K	0.01%	395
2021 Q4	$30K	Hold	82	–	–	﹤0.01%	546
2021 Q3	$32K	Hold	82	–	–	﹤0.01%	519
2021 Q2	$38K	Hold	82	–	–	﹤0.01%	502
2021 Q1	$31K	Buy	82 +39	+91%	+$15.9K	﹤0.01%	529
2020 Q4	$16K	Sell	43 -23	-35%	-$7.33K	﹤0.01%	490
2020 Q3	$20K	Buy	66 +31	+89%	+$10.7K	﹤0.01%	424
2020 Q2	$13K	Hold	35	–	–	﹤0.01%	470
2020 Q1	$9K	Buy	+35	New	+$9.79K	﹤0.01%	551
2019 Q2	–	Sell	-10	Closed	-$3K	–	644
2019 Q1	$3K	Hold	10	–	–	﹤0.01%	540
2018 Q4	$3K	Hold	10	–	–	﹤0.01%	474
2018 Q3	$4K	Hold	10	–	–	﹤0.01%	516
2018 Q2	$3K	Sell	10 -16	-62%	-$4.07K	﹤0.01%	547
2018 Q1	$6K	Sell	26 -25	-49%	-$5.73K	﹤0.01%	426
2017 Q4	$11K	Hold	51	–	–	﹤0.01%	331
2017 Q3	$10K	Hold	51	–	–	0.01%	309
2017 Q2	$9K	Buy	+51	New	+$8.82K	﹤0.01%	387

Other funds holding ILMN

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BDO Wealth Advisors's ILMN Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Illumina (ILMN) stake by 50% in Q2 2023, selling an estimated $21.9K and leaving 108 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

BDO Wealth Advisors first reported a position in ILMN in Q2 2017 and has held it in 22 quarters since. The position peaked at $62K in Q1 2022. 896 funds tracked by Wall St. Rank hold ILMN as of Q2 2023.

BDO Wealth Advisors held 108 shares of Illumina worth $19.7K as of Q2 2023.
BDO Wealth Advisors sold 108 Illumina shares in Q2 2023, an estimated $21.9K.
Illumina made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #573 holding.
BDO Wealth Advisors first reported a position in Illumina in Q2 2017 and has held it in 22 quarters since.
BDO Wealth Advisors's Illumina position peaked at $62K in Q1 2022.
896 funds tracked by Wall St. Rank held Illumina as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.