Clarity Wealth Advisors’s Illumina ILMN Stock Holding History

Clarity 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	–	Sell	-1,063	Closed	-$240K	–	79
2023 Q1	$240K	Sell	1,063 -124	-10%	-$25.4K	0.12%	64
2022 Q4	$234K	Sell	1,187 -67	-5%	-$13.9K	0.13%	62
2022 Q3	$232K	Sell	1,254 -58	-4%	-$11.5K	0.14%	55
2022 Q2	$235K	Sell	1,312 -56	-4%	-$14.3K	0.13%	59
2022 Q1	$465K	Sell	1,368 -41	-3%	-$13.8K	0.22%	45
2021 Q4	$521K	Sell	1,409 -38	-3%	-$14.4K	0.24%	45
2021 Q3	$571K	Sell	1,447 -94	-6%	-$43.2K	0.28%	43
2021 Q2	$709K	Sell	1,541 -10	-0.6%	-$4.03K	0.37%	40
2021 Q1	$579K	Hold	1,551	–	–	0.33%	44
2020 Q4	$558K	Hold	1,551	–	–	0.34%	45
2020 Q3	$466K	Sell	1,551 -396	-20%	-$136K	0.33%	45
2020 Q2	$701K	Sell	1,947 -107	-5%	-$34.4K	0.55%	37
2020 Q1	$545K	Sell	2,054 -93	-4%	-$26K	0.57%	34
2019 Q4	$693K	Buy	+2,147	New	+$651K	0.58%	33

Other funds holding ILMN

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Clarity Wealth Advisors sold out of Illumina (ILMN) in Q2 2023, closing a stake of 1,063 shares — an estimated $240K sold.

Clarity Wealth Advisors first reported a position in ILMN in Q4 2019 and held it in 14 quarters. The position peaked at $709K in Q2 2021. 895 funds tracked by Wall St. Rank hold ILMN as of Q2 2023.

Clarity Wealth Advisors reported no remaining Illumina position as of Q2 2023 after selling out during the quarter.
Clarity Wealth Advisors sold 1,063 Illumina shares in Q2 2023, an estimated $240K.
Clarity Wealth Advisors first reported a position in Illumina in Q4 2019 and held it in 14 quarters.
Clarity Wealth Advisors's Illumina position peaked at $709K in Q2 2021.
895 funds tracked by Wall St. Rank held Illumina as of Q2 2023.

Based on Clarity Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.