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Personal Wealth Partners’s Illumina ILMN Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-6
Closed -$2K – 304
2019
Q4 		$2K Hold
6
– – ﹤0.01% 351
2019
Q3 		$2K Buy
+6
New +$1.77K ﹤0.01% 360

Other funds holding ILMN

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Vanguard Group
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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal Wealth Partners's ILMN Position: Q1 2020 in Review

Personal Wealth Partners sold out of Illumina (ILMN) in Q1 2020, closing a stake of 6 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in ILMN in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 825 funds tracked by Wall St. Rank hold ILMN as of Q1 2020.

  • Personal Wealth Partners reported no remaining Illumina position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 6 Illumina shares in Q1 2020, an estimated $2K.
  • Personal Wealth Partners first reported a position in Illumina in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Illumina position peaked at $2K in Q4 2019.
  • 825 funds tracked by Wall St. Rank held Illumina as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.