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Resurgent Financial Advisors’s Illumina ILMN Stock Holding History

Resurgent 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
2023
Q3 		– Sell
-145
Closed -$26.4K – 506
2023
Q2 		$26.4K Hold
145
– – 0.02% 441
2023
Q1 		$32.8K Sell
145
-593
-80% -$121K 0.02% 402
2022
Q4 		$145K Sell
738
-402
-35% -$83.3K 0.08% 249
2022
Q3 		$212K Sell
1,140
-49
-4% -$9.69K 0.14% 181
2022
Q2 		$213K Sell
1,189
-86
-7% -$22K 0.14% 170
2022
Q1 		$433K Buy
+1,275
New +$431K 0.27% 95

Other funds holding ILMN

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Resurgent Financial Advisors's ILMN Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of Illumina (ILMN) in Q3 2023, closing a stake of 145 shares — an estimated $26.4K sold.

Resurgent Financial Advisors first reported a position in ILMN in Q1 2022 and held it in 6 quarters. The position peaked at $433K in Q1 2022. 818 funds tracked by Wall St. Rank hold ILMN as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining Illumina position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 145 Illumina shares in Q3 2023, an estimated $26.4K.
  • Resurgent Financial Advisors first reported a position in Illumina in Q1 2022 and held it in 6 quarters.
  • Resurgent Financial Advisors's Illumina position peaked at $433K in Q1 2022.
  • 818 funds tracked by Wall St. Rank held Illumina as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.