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WealthStone’s Illumina ILMN Stock Holding History

WealthStone’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 		$332K Buy
890
+124
+16% +$50.6K 0.12% 133
2020
Q4 		$276K Sell
766
-14
-2% -$4.46K 0.1% 150
2020
Q3 		$235K Buy
+780
New +$269K 0.11% 135
2019
Q3 		– Sell
-43
Closed -$15.5K – 310
2019
Q2 		$15.5K Buy
+43
New +$13.6K 0.01% 230

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

WealthStone's ILMN Position: Q1 2021 in Review

WealthStone increased its Illumina (ILMN) stake by 16% in Q1 2021, buying an estimated $50.6K and bringing the position to 890 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #133.

WealthStone first reported a position in ILMN in Q2 2019 and has held it in 4 quarters since. 1,046 funds tracked by Wall St. Rank hold ILMN as of Q1 2021.

  • WealthStone held 890 shares of Illumina worth $332K as of Q1 2021.
  • WealthStone bought 124 Illumina shares in Q1 2021, an estimated $50.6K.
  • Illumina made up 0.12% of WealthStone's portfolio in Q1 2021, its #133 holding.
  • WealthStone first reported a position in Illumina in Q2 2019 and has held it in 4 quarters since.
  • 1,046 funds tracked by Wall St. Rank held Illumina as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.