Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Illumina ILMN Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-103
Closed -$13.7K – 257
2023
Q3 		$13.7K Buy
+103
New +$16.9K ﹤0.01% 313

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Janus Henderson Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
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Legacy Financial Group (Iowa)'s ILMN Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Illumina (ILMN) in Q4 2023, closing a stake of 103 shares — an estimated $13.7K sold.

Legacy Financial Group (Iowa) first reported a position in ILMN in Q3 2023 and held it in 1 quarter. The position peaked at $13.7K in Q3 2023. 810 funds tracked by Wall St. Rank hold ILMN as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Illumina position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 103 Illumina shares in Q4 2023, an estimated $13.7K.
  • Legacy Financial Group (Iowa) first reported a position in Illumina in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Illumina position peaked at $13.7K in Q3 2023.
  • 810 funds tracked by Wall St. Rank held Illumina as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.