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Buckley Wealth Management’s Illumina ILMN Stock Holding History

Buckley Wealth Management’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
2021
Q4 		– Sell
-2,123
Closed -$838K – 134
2021
Q3 		$838K Sell
2,123
-20
-0.9% -$9.2K 0.27% 63
2021
Q2 		$987K Sell
2,143
-113
-5% -$45.5K 0.34% 48
2021
Q1 		$843K Sell
2,256
-6
-0.3% -$2.45K 0.31% 61
2020
Q4 		$814K Buy
2,262
+237
+12% +$75.5K 0.33% 52
2020
Q3 		$609K Sell
2,025
-129
-6% -$44.4K 0.27% 62
2020
Q2 		$776K Sell
2,154
-25
-1% -$8.04K 0.35% 53
2020
Q1 		$579K Buy
2,179
+108
+5% +$30.2K 0.31% 62
2019
Q4 		$668K Buy
2,071
+159
+8% +$48.2K 0.3% 64
2019
Q3 		$566K Sell
1,912
-93
-5% -$27.4K 0.28% 72
2019
Q2 		$718K Buy
2,005
+119
+6% +$37.6K 0.34% 57
2019
Q1 		$570K Sell
1,886
-26
-1% -$7.58K 0.27% 80
2018
Q4 		$558K Buy
+1,912
New +$592K 0.29% 71

Other funds holding ILMN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Buckley Wealth Management's ILMN Position: Q4 2021 in Review

Buckley Wealth Management sold out of Illumina (ILMN) in Q4 2021, closing a stake of 2,123 shares — an estimated $838K sold.

Buckley Wealth Management first reported a position in ILMN in Q4 2018 and held it in 12 quarters. The position peaked at $987K in Q2 2021. 1,067 funds tracked by Wall St. Rank hold ILMN as of Q4 2021.

  • Buckley Wealth Management reported no remaining Illumina position as of Q4 2021 after selling out during the quarter.
  • Buckley Wealth Management sold 2,123 Illumina shares in Q4 2021, an estimated $838K.
  • Buckley Wealth Management first reported a position in Illumina in Q4 2018 and held it in 12 quarters.
  • Buckley Wealth Management's Illumina position peaked at $987K in Q2 2021.
  • 1,067 funds tracked by Wall St. Rank held Illumina as of Q4 2021.

Based on Buckley Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.