RMR Wealth Builders’s Illumina ILMN Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-57	Closed	-$21K	–	407
2021 Q1	$21K	Hold	57	–	–	0.01%	506
2020 Q4	$20K	Buy	+57	New	+$18.2K	0.01%	353

Other funds holding ILMN

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

RMR Wealth Builders's ILMN Position: Q2 2021 in Review

RMR Wealth Builders sold out of Illumina (ILMN) in Q2 2021, closing a stake of 57 shares — an estimated $21K sold.

RMR Wealth Builders first reported a position in ILMN in Q4 2020 and held it in 2 quarters. The position peaked at $21K in Q1 2021. 1,068 funds tracked by Wall St. Rank hold ILMN as of Q2 2021.

RMR Wealth Builders reported no remaining Illumina position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 57 Illumina shares in Q2 2021, an estimated $21K.
RMR Wealth Builders first reported a position in Illumina in Q4 2020 and held it in 2 quarters.
RMR Wealth Builders's Illumina position peaked at $21K in Q1 2021.
1,068 funds tracked by Wall St. Rank held Illumina as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.