AWAU
HOLX

Alliance Wealth Advisors (Utah)’s Hologic HOLX Stock Holding History

Alliance Wealth Advisors (Utah)’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
2024
Q4 		– Sell
-3,806
Closed -$310K – 263
2024
Q3 		$310K Buy
3,806
+343
+10% +$27.4K 0.08% 209
2024
Q2 		$257K Sell
3,463
-138
-4% -$10.3K 0.08% 202
2024
Q1 		$281K Sell
3,601
-74
-2% -$5.5K 0.08% 207
2023
Q4 		$263K Sell
3,675
-61
-2% -$4.25K 0.09% 210
2023
Q3 		$259K Buy
3,736
+18
+0.5% +$1.36K 0.1% 192
2023
Q2 		$301K Buy
+3,718
New +$304K 0.11% 175

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s HOLX Position: Q4 2024 in Review

Alliance Wealth Advisors (Utah) sold out of Hologic (HOLX) in Q4 2024, closing a stake of 3,806 shares — an estimated $310K sold.

Alliance Wealth Advisors (Utah) first reported a position in HOLX in Q2 2023 and held it in 6 quarters. The position peaked at $310K in Q3 2024. 719 funds tracked by Wall St. Rank hold HOLX as of Q4 2024.

  • Alliance Wealth Advisors (Utah) reported no remaining Hologic position as of Q4 2024 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 3,806 Hologic shares in Q4 2024, an estimated $310K.
  • Alliance Wealth Advisors (Utah) first reported a position in Hologic in Q2 2023 and held it in 6 quarters.
  • Alliance Wealth Advisors (Utah)'s Hologic position peaked at $310K in Q3 2024.
  • 719 funds tracked by Wall St. Rank held Hologic as of Q4 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2024, filed 24 Jan 2025.