Simplicity Wealth’s Illumina ILMN Stock Holding History

Simplicity Wealth’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
2024 Q2	–	Sell	-1,543	Closed	-$206K	–	1276
2024 Q1	$206K	Buy	+1,543	New	+$207K	﹤0.01%	1062

Other funds holding ILMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Simplicity Wealth's ILMN Position: Q2 2024 in Review

Simplicity Wealth sold out of Illumina (ILMN) in Q2 2024, closing a stake of 1,543 shares — an estimated $206K sold.

Simplicity Wealth first reported a position in ILMN in Q1 2024 and held it in 1 quarter. The position peaked at $206K in Q1 2024. 773 funds tracked by Wall St. Rank hold ILMN as of Q2 2024.

Simplicity Wealth reported no remaining Illumina position as of Q2 2024 after selling out during the quarter.
Simplicity Wealth sold 1,543 Illumina shares in Q2 2024, an estimated $206K.
Simplicity Wealth first reported a position in Illumina in Q1 2024 and held it in 1 quarter.
Simplicity Wealth's Illumina position peaked at $206K in Q1 2024.
773 funds tracked by Wall St. Rank held Illumina as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.