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FSC Wealth Advisors’s Illumina ILMN Stock Holding History

FSC 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
-15
Closed -$3K – 193
2022
Q3 		$3K Hold
15
– – 0.03% 166
2022
Q2 		$3K Hold
15
– – 0.03% 166
2022
Q1 		$5K Hold
15
– – ﹤0.01% 141
2021
Q4 		$6K Buy
+15
New +$5.68K ﹤0.01% 143

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

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

FSC Wealth Advisors sold out of Illumina (ILMN) in Q4 2022, closing a stake of 15 shares — an estimated $3K sold.

FSC Wealth Advisors first reported a position in ILMN in Q4 2021 and held it in 4 quarters. The position peaked at $6K in Q4 2021. 944 funds tracked by Wall St. Rank hold ILMN as of Q4 2022.

  • FSC Wealth Advisors reported no remaining Illumina position as of Q4 2022 after selling out during the quarter.
  • FSC Wealth Advisors sold 15 Illumina shares in Q4 2022, an estimated $3K.
  • FSC Wealth Advisors first reported a position in Illumina in Q4 2021 and held it in 4 quarters.
  • FSC Wealth Advisors's Illumina position peaked at $6K in Q4 2021.
  • 944 funds tracked by Wall St. Rank held Illumina as of Q4 2022.

Based on FSC Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.