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Regent Peak Wealth Advisors’s Illumina ILMN Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-154
Closed -$56K – 542
2020
Q4 		$56K Buy
+154
New +$49.1K 0.02% 294

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Regent Peak Wealth Advisors's ILMN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Illumina (ILMN) in Q1 2021, closing a stake of 154 shares — an estimated $56K sold.

Regent Peak Wealth Advisors first reported a position in ILMN in Q4 2020 and held it in 1 quarter. The position peaked at $56K in Q4 2020. 1,046 funds tracked by Wall St. Rank hold ILMN as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Illumina position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 154 Illumina shares in Q1 2021, an estimated $56K.
  • Regent Peak Wealth Advisors first reported a position in Illumina in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Illumina position peaked at $56K in Q4 2020.
  • 1,046 funds tracked by Wall St. Rank held Illumina as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.