Level Financial Advisors’s Illumina ILMN Stock Holding History

Level Financial Advisors’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 Q1	–	Sell	-13	Closed	-$1.81K	–	161
2023 Q4	$1.81K	Hold	13	–	–	﹤0.01%	242
2023 Q3	$1.78K	Hold	13	–	–	﹤0.01%	251
2023 Q2	$2.44K	Hold	13	–	–	﹤0.01%	243
2023 Q1	$3.02K	Hold	13	–	–	﹤0.01%	207
2022 Q4	$3K	Hold	13	–	–	﹤0.01%	208
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	219
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	252
2022 Q1	$5K	Buy	+13	New	+$4.39K	﹤0.01%	185

Other funds holding ILMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Level Financial Advisors's ILMN Position: Q1 2024 in Review

Level Financial Advisors sold out of Illumina (ILMN) in Q1 2024, closing a stake of 13 shares — an estimated $1.81K sold.

Level Financial Advisors first reported a position in ILMN in Q1 2022 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 794 funds tracked by Wall St. Rank hold ILMN as of Q1 2024.

Level Financial Advisors reported no remaining Illumina position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 13 Illumina shares in Q1 2024, an estimated $1.81K.
Level Financial Advisors first reported a position in Illumina in Q1 2022 and held it in 8 quarters.
Level Financial Advisors's Illumina position peaked at $5K in Q1 2022.
794 funds tracked by Wall St. Rank held Illumina as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.