Heritage Wealth Advisors’s Illumina ILMN Stock Holding History

Heritage 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
2020 Q1	–	Sell	-3	Closed	-$995	–	512
2019 Q4	$995	Buy	+3	New	+$909	﹤0.01%	667

Other funds holding ILMN

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 Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's ILMN Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Illumina (ILMN) in Q1 2020, closing a stake of 3 shares — an estimated $995 sold.

Heritage Wealth Advisors first reported a position in ILMN in Q4 2019 and held it in 1 quarter. The position peaked at $995 in Q4 2019. 825 funds tracked by Wall St. Rank hold ILMN as of Q1 2020.

Heritage Wealth Advisors reported no remaining Illumina position as of Q1 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 3 Illumina shares in Q1 2020, an estimated $995.
Heritage Wealth Advisors first reported a position in Illumina in Q4 2019 and held it in 1 quarter.
Heritage Wealth Advisors's Illumina position peaked at $995 in Q4 2019.
825 funds tracked by Wall St. Rank held Illumina as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.