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Evolution Wealth Advisors’s Illumina ILMN Stock Holding History

Evolution 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
2021
Q4 		– Sell
-32
Closed -$13K – 377
2021
Q3 		$13K Sell
32
-49
-60% -$22.5K ﹤0.01% 368
2021
Q2 		$37K Sell
81
-44
-35% -$17.7K 0.01% 235
2021
Q1 		$47K Buy
125
+40
+47% +$16.3K 0.01% 207
2020
Q4 		$31K Buy
+85
New +$27.1K 0.01% 219
2020
Q1 		– Sell
-22
Closed -$7K – 476
2019
Q4 		$7K Buy
+22
New +$6.67K ﹤0.01% 351
2019
Q3 		– Sell
-21
Closed -$7K – 534
2019
Q2 		$7K Buy
+21
New +$6.63K ﹤0.01% 209

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Evolution Wealth Advisors's ILMN Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Illumina (ILMN) in Q4 2021, closing a stake of 32 shares — an estimated $13K sold.

Evolution Wealth Advisors first reported a position in ILMN in Q2 2019 and held it in 6 quarters. The position peaked at $47K in Q1 2021. 1,066 funds tracked by Wall St. Rank hold ILMN as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Illumina position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 32 Illumina shares in Q4 2021, an estimated $13K.
  • Evolution Wealth Advisors first reported a position in Illumina in Q2 2019 and held it in 6 quarters.
  • Evolution Wealth Advisors's Illumina position peaked at $47K in Q1 2021.
  • 1,066 funds tracked by Wall St. Rank held Illumina as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.