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Cedar Wealth Management’s Illumina ILMN Stock Holding History

Cedar 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
2023
Q1 		– Sell
-1
Closed -$202 – 303
2022
Q4 		$202 Sell
1
-2
-67% -$414 ﹤0.01% 297
2022
Q3 		$1K Sell
3
-1
-25% -$198 ﹤0.01% 320
2022
Q2 		$1K Hold
4
– – ﹤0.01% 332
2022
Q1 		$1K Hold
4
– – ﹤0.01% 370
2021
Q4 		$2K Buy
+4
New +$1.52K ﹤0.01% 345
2018
Q3 		– Sell
-24
Closed -$6K – 201
2018
Q2 		$6K Buy
+24
New +$6.11K ﹤0.01% 155

Other funds holding ILMN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cedar Wealth Management's ILMN Position: Q1 2023 in Review

Cedar Wealth Management sold out of Illumina (ILMN) in Q1 2023, closing a stake of 1 share — an estimated $202 sold.

Cedar Wealth Management first reported a position in ILMN in Q2 2018 and held it in 6 quarters. The position peaked at $6K in Q2 2018. 946 funds tracked by Wall St. Rank hold ILMN as of Q1 2023.

  • Cedar Wealth Management reported no remaining Illumina position as of Q1 2023 after selling out during the quarter.
  • Cedar Wealth Management sold 1 Illumina share in Q1 2023, an estimated $202.
  • Cedar Wealth Management first reported a position in Illumina in Q2 2018 and held it in 6 quarters.
  • Cedar Wealth Management's Illumina position peaked at $6K in Q2 2018.
  • 946 funds tracked by Wall St. Rank held Illumina as of Q1 2023.

Based on Cedar Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.