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Kingsview Wealth Management’s Illumina ILMN Stock Holding History

Kingsview 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
2021
Q3 		– Sell
-206
Closed -$5K – 942
2021
Q2 		$5K Buy
+206
New +$83K ﹤0.01% 868

Other funds holding ILMN

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Kingsview Wealth Management's ILMN Position: Q1 2024 in Review

Kingsview Wealth Management sold out of Illumina (ILMN) in Q1 2024, closing a stake of 1,667 shares — an estimated $226K sold.

Kingsview Wealth Management first reported a position in ILMN in Q2 2021 and held it in 7 quarters. The position peaked at $511K in Q1 2023. 794 funds tracked by Wall St. Rank hold ILMN as of Q1 2024.

  • Kingsview Wealth Management reported no remaining Illumina position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,667 Illumina shares in Q1 2024, an estimated $226K.
  • Kingsview Wealth Management first reported a position in Illumina in Q2 2021 and held it in 7 quarters.
  • Kingsview Wealth Management's Illumina position peaked at $511K in Q1 2023.
  • 794 funds tracked by Wall St. Rank held Illumina as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.