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Legacy Wealth Planning’s Illumina ILMN Stock Holding History

Legacy Wealth Planning’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
Q4 		– Sell
-526
Closed -$208K – 100
2021
Q3 		$208K Hold
526
– – 0.23% 91
2021
Q2 		$242K Hold
526
– – 0.28% 82
2021
Q1 		$197K Buy
+526
New +$214K 0.25% 90
2020
Q3 		– Sell
-681
Closed -$245K – 82
2020
Q2 		$245K Buy
+681
New +$219K 0.29% 58
2020
Q1 		– Sell
-681
Closed -$220K – 80
2019
Q4 		$220K Buy
+681
New +$206K 0.25% 71

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

Legacy Wealth Planning's ILMN Position: Q4 2021 in Review

Legacy Wealth Planning sold out of Illumina (ILMN) in Q4 2021, closing a stake of 526 shares — an estimated $208K sold.

Legacy Wealth Planning first reported a position in ILMN in Q4 2019 and held it in 5 quarters. The position peaked at $245K in Q2 2020. 1,067 funds tracked by Wall St. Rank hold ILMN as of Q4 2021.

  • Legacy Wealth Planning reported no remaining Illumina position as of Q4 2021 after selling out during the quarter.
  • Legacy Wealth Planning sold 526 Illumina shares in Q4 2021, an estimated $208K.
  • Legacy Wealth Planning first reported a position in Illumina in Q4 2019 and held it in 5 quarters.
  • Legacy Wealth Planning's Illumina position peaked at $245K in Q2 2020.
  • 1,067 funds tracked by Wall St. Rank held Illumina as of Q4 2021.

Based on Legacy Wealth Planning's 13F filing for Q4 2021, filed 14 Feb 2022.