AWM
HOLX

Accel Wealth Management’s Hologic HOLX Stock Holding History

Accel Wealth Management’s Portfolio HOLX Stock Details HOLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-259
Closed -$20.9K – 466
2023
Q1 		$20.9K Hold
259
– – 0.01% 699
2022
Q4 		$19.4K Hold
259
– – 0.01% 564
2022
Q3 		$17K Hold
259
– – 0.01% 608
2022
Q2 		$18K Buy
259
+16
+7% +$1.19K 0.01% 571
2022
Q1 		$19K Hold
243
– – 0.01% 575
2021
Q4 		$19K Hold
243
– – 0.01% 584
2021
Q3 		$18K Hold
243
– – 0.01% 527
2021
Q2 		$16K Buy
+243
New +$16.2K 0.01% 592

Other funds holding HOLX

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accel Wealth Management's HOLX Position: Q2 2023 in Review

Accel Wealth Management sold out of Hologic (HOLX) in Q2 2023, closing a stake of 259 shares — an estimated $20.9K sold.

Accel Wealth Management first reported a position in HOLX in Q2 2021 and held it in 8 quarters. The position peaked at $20.9K in Q1 2023. 713 funds tracked by Wall St. Rank hold HOLX as of Q2 2023.

  • Accel Wealth Management reported no remaining Hologic position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 259 Hologic shares in Q2 2023, an estimated $20.9K.
  • Accel Wealth Management first reported a position in Hologic in Q2 2021 and held it in 8 quarters.
  • Accel Wealth Management's Hologic position peaked at $20.9K in Q1 2023.
  • 713 funds tracked by Wall St. Rank held Hologic as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.