WR Wealth Planners’s Illumina ILMN Stock Holding History

WR Wealth Planners’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	-103	Closed	-$18.7K	–	930
2023 Q2	$18.7K	Sell	103 -103	-50%	-$20.8K	0.01%	447
2023 Q1	$46.5K	Buy	+206	New	+$42.2K	0.02%	327

Other funds holding ILMN

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

WR Wealth Planners's ILMN Position: Q3 2023 in Review

WR Wealth Planners sold out of Illumina (ILMN) in Q3 2023, closing a stake of 103 shares — an estimated $18.7K sold.

WR Wealth Planners first reported a position in ILMN in Q1 2023 and held it in 2 quarters. The position peaked at $46.5K in Q1 2023. 818 funds tracked by Wall St. Rank hold ILMN as of Q3 2023.

WR Wealth Planners reported no remaining Illumina position as of Q3 2023 after selling out during the quarter.
WR Wealth Planners sold 103 Illumina shares in Q3 2023, an estimated $18.7K.
WR Wealth Planners first reported a position in Illumina in Q1 2023 and held it in 2 quarters.
WR Wealth Planners's Illumina position peaked at $46.5K in Q1 2023.
818 funds tracked by Wall St. Rank held Illumina as of Q3 2023.

Based on WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.