AWS
HOLX

Atria Wealth Solutions’s Hologic HOLX Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-6,840
Closed -$533K – 1990
2024
Q1 		$533K Sell
6,840
-225
-3% -$16.7K 0.01% 1231
2023
Q4 		$505K Buy
7,065
+38
+0.5% +$2.65K 0.01% 1205
2023
Q3 		$488K Sell
7,027
-3,650
-34% -$276K 0.01% 1141
2023
Q2 		$865K Buy
10,677
+3,851
+56% +$315K 0.01% 908
2023
Q1 		$551K Buy
+6,826
New +$550K 0.01% 1074
2022
Q4 		– Sell
-4,503
Closed -$291K – 1831
2022
Q3 		$291K Buy
4,503
+954
+27% +$66.1K 0.01% 1315
2022
Q2 		$246K Buy
+3,549
New +$263K ﹤0.01% 1325

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atria Wealth Solutions's HOLX Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Hologic (HOLX) in Q2 2024, closing a stake of 6,840 shares — an estimated $533K sold.

Atria Wealth Solutions first reported a position in HOLX in Q2 2022 and held it in 7 quarters. The position peaked at $865K in Q2 2023. 702 funds tracked by Wall St. Rank hold HOLX as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Hologic position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,840 Hologic shares in Q2 2024, an estimated $533K.
  • Atria Wealth Solutions first reported a position in Hologic in Q2 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's Hologic position peaked at $865K in Q2 2023.
  • 702 funds tracked by Wall St. Rank held Hologic as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.