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Sheets Smith Wealth Management’s Illumina ILMN Stock Holding History

Sheets Smith Wealth Management’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
2019
Q3 		– Sell
-1,067
Closed -$382K – 307
2019
Q2 		$382K Buy
+1,067
New +$337K 0.08% 242

Other funds holding ILMN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sheets Smith Wealth Management's ILMN Position: Q3 2019 in Review

Sheets Smith Wealth Management sold out of Illumina (ILMN) in Q3 2019, closing a stake of 1,067 shares — an estimated $382K sold.

Sheets Smith Wealth Management first reported a position in ILMN in Q2 2019 and held it in 1 quarter. The position peaked at $382K in Q2 2019. 822 funds tracked by Wall St. Rank hold ILMN as of Q3 2019.

  • Sheets Smith Wealth Management reported no remaining Illumina position as of Q3 2019 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,067 Illumina shares in Q3 2019, an estimated $382K.
  • Sheets Smith Wealth Management first reported a position in Illumina in Q2 2019 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Illumina position peaked at $382K in Q2 2019.
  • 822 funds tracked by Wall St. Rank held Illumina as of Q3 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.