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Clearview Wealth Advisors’s Illumina ILMN Stock Holding History

Clearview 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
2022
Q4 		– Sell
-10
Closed -$2K – 639
2022
Q3 		$2K Buy
+10
New +$1.98K ﹤0.01% 493
2021
Q4 		– Sell
-21
Closed -$8K – 713
2021
Q3 		$8K Sell
21
-67
-76% -$30.8K 0.01% 453
2021
Q2 		$41K Hold
88
– – 0.03% 258
2021
Q1 		$33K Hold
88
– – 0.02% 273
2020
Q4 		$32K Buy
+88
New +$28.1K 0.02% 244

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

Clearview Wealth Advisors's ILMN Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of Illumina (ILMN) in Q4 2022, closing a stake of 10 shares — an estimated $2K sold.

Clearview Wealth Advisors first reported a position in ILMN in Q4 2020 and held it in 5 quarters. The position peaked at $41K in Q2 2021. 944 funds tracked by Wall St. Rank hold ILMN as of Q4 2022.

  • Clearview Wealth Advisors reported no remaining Illumina position as of Q4 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 10 Illumina shares in Q4 2022, an estimated $2K.
  • Clearview Wealth Advisors first reported a position in Illumina in Q4 2020 and held it in 5 quarters.
  • Clearview Wealth Advisors's Illumina position peaked at $41K in Q2 2021.
  • 944 funds tracked by Wall St. Rank held Illumina as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.