Foresight Wealth Management’s Illumina ILMN Stock Holding History

Foresight 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 Q4	–	Sell	-2,161	Closed	-$401K	–	49
2022 Q3	$401K	Buy	2,161 +228	+12%	+$45.1K	0.09%	71
2022 Q2	$347K	Buy	1,933 +241	+14%	+$61.5K	0.07%	79
2022 Q1	$575K	Buy	1,692 +70	+4%	+$23.6K	0.11%	66
2021 Q4	$600K	Buy	1,622 +85	+6%	+$32.2K	0.01%	71
2021 Q3	$606K	Sell	1,537 -53	-3%	-$24.4K	0.12%	61
2021 Q2	$732K	Buy	1,590 +53	+3%	+$21.3K	0.16%	63
2021 Q1	$574K	Sell	1,537 -9	-0.6%	-$3.67K	0.15%	67
2020 Q4	$556K	Sell	1,546 -138	-8%	-$44K	0.15%	59
2020 Q3	$506K	Buy	1,684 +147	+10%	+$50.7K	0.17%	58
2020 Q2	$554K	Buy	1,537 +71	+5%	+$22.8K	0.25%	52
2020 Q1	$389K	Buy	1,466 +242	+20%	+$67.7K	0.27%	54
2019 Q4	$395K	Buy	1,224 +126	+11%	+$38.2K	0.24%	58
2019 Q3	$325K	Buy	1,098 +99	+10%	+$29.2K	0.23%	70
2019 Q2	$358K	Buy	999 +40	+4%	+$12.6K	0.27%	66
2019 Q1	$290K	Buy	959 +183	+24%	+$53.4K	0.25%	71
2018 Q4	$226K	Buy	+776	New	+$240K	0.24%	78

Other funds holding ILMN

Baillie Gifford & Co

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

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

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

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 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