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Jupiter Wealth Management’s Illumina ILMN Stock Holding History

Jupiter 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
Q1 		– Sell
-514
Closed -$190K – 87
2021
Q4 		$190K Buy
+514
New +$195K 0.1% 81
2019
Q4 		– Sell
-1,247
Closed -$369K – 86
2019
Q3 		$369K Hold
1,247
– – 0.2% 61
2019
Q2 		$367K Hold
1,247
– – 0.18% 59
2019
Q1 		$387K Buy
+1,247
New +$364K 0.19% 57

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

Jupiter Wealth Management's ILMN Position: Q1 2022 in Review

Jupiter Wealth Management sold out of Illumina (ILMN) in Q1 2022, closing a stake of 514 shares — an estimated $190K sold.

Jupiter Wealth Management first reported a position in ILMN in Q1 2019 and held it in 4 quarters. The position peaked at $387K in Q1 2019. 1,041 funds tracked by Wall St. Rank hold ILMN as of Q1 2022.

  • Jupiter Wealth Management reported no remaining Illumina position as of Q1 2022 after selling out during the quarter.
  • Jupiter Wealth Management sold 514 Illumina shares in Q1 2022, an estimated $190K.
  • Jupiter Wealth Management first reported a position in Illumina in Q1 2019 and held it in 4 quarters.
  • Jupiter Wealth Management's Illumina position peaked at $387K in Q1 2019.
  • 1,041 funds tracked by Wall St. Rank held Illumina as of Q1 2022.

Based on Jupiter Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.