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Janiczek Wealth Management’s Illumina ILMN Stock Holding History

Janiczek 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
2024
Q2 		$30.5K Sell
292
-8
-3% -$897 0.01% 484
2024
Q1 		$40.1K Hold
300
– – 0.01% 441
2023
Q4 		$40.7K Sell
300
-320
-52% -$36.9K 0.01% 422
2023
Q3 		$82.8K Buy
620
+541
+685% +$89K 0.02% 281
2023
Q2 		$14.4K Hold
79
– – ﹤0.01% 502
2023
Q1 		$17.6K Sell
79
-197
-71% -$40.3K 0.01% 471
2022
Q4 		$51.9K Sell
276
-70
-20% -$14.5K 0.01% 311
2022
Q3 		$69K Sell
346
-12
-3% -$2.37K 0.02% 262
2022
Q2 		$75K Buy
358
+213
+147% +$54.4K 0.02% 242
2022
Q1 		$49K Buy
145
+14
+11% +$4.73K 0.01% 305
2021
Q4 		$48K Sell
131
-24
-15% -$9.09K 0.01% 313
2021
Q3 		$61K Buy
155
+32
+26% +$14.7K 0.02% 252
2021
Q2 		$57K Sell
123
-10
-8% -$4.03K 0.02% 229
2021
Q1 		$50K Buy
133
+73
+122% +$29.8K 0.02% 228
2020
Q4 		$21K Buy
+60
New +$19.1K 0.01% 342

Other funds holding ILMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janiczek Wealth Management's ILMN Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Illumina (ILMN) stake by 2.7% in Q2 2024, selling an estimated $897 and leaving 292 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #484.

Janiczek Wealth Management first reported a position in ILMN in Q4 2020 and has held it in 15 quarters since. The position peaked at $82.8K in Q3 2023. 773 funds tracked by Wall St. Rank hold ILMN as of Q2 2024.

  • Janiczek Wealth Management held 292 shares of Illumina worth $30.5K as of Q2 2024.
  • Janiczek Wealth Management sold 8 Illumina shares in Q2 2024, an estimated $897.
  • Illumina made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #484 holding.
  • Janiczek Wealth Management first reported a position in Illumina in Q4 2020 and has held it in 15 quarters since.
  • Janiczek Wealth Management's Illumina position peaked at $82.8K in Q3 2023.
  • 773 funds tracked by Wall St. Rank held Illumina as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.