DWM
ILMN icon

Doyle Wealth Management’s Illumina ILMN Stock Holding History

Doyle 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
2022
Q1 		– Sell
-547
Closed -$202K – 250
2021
Q4 		$202K Hold
547
– – 0.01% 227
2021
Q3 		$216K Buy
547
+62
+13% +$28.5K 0.02% 213
2021
Q2 		$223K Buy
+485
New +$195K 0.02% 205
2019
Q3 		– Sell
-281
Closed -$101K – 455
2019
Q2 		$101K Buy
+281
New +$88.7K 0.01% 265
2019
Q1 		– Sell
-281
Closed -$82K – 439
2018
Q4 		$82K Buy
+281
New +$87K 0.01% 285

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doyle Wealth Management's ILMN Position: Q1 2022 in Review

Doyle Wealth Management sold out of Illumina (ILMN) in Q1 2022, closing a stake of 547 shares — an estimated $202K sold.

Doyle Wealth Management first reported a position in ILMN in Q4 2018 and held it in 5 quarters. The position peaked at $223K in Q2 2021. 1,041 funds tracked by Wall St. Rank hold ILMN as of Q1 2022.

  • Doyle Wealth Management reported no remaining Illumina position as of Q1 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 547 Illumina shares in Q1 2022, an estimated $202K.
  • Doyle Wealth Management first reported a position in Illumina in Q4 2018 and held it in 5 quarters.
  • Doyle Wealth Management's Illumina position peaked at $223K in Q2 2021.
  • 1,041 funds tracked by Wall St. Rank held Illumina as of Q1 2022.

Based on Doyle Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.