Avantax Planning Partners’s Hologic HOLX Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-1,103	Closed	-$45K	–	677
2018 Q3	$45K	Buy	+1,103	New	+$44.6K	﹤0.01%	508
2018 Q2	–	Sell	-21,410	Closed	-$800K	–	761
2018 Q1	$800K	Hold	21,410	–	–	0.07%	115
2017 Q4	$915K	Sell	21,410 -8	-0%	-$319	0.08%	106
2017 Q3	$786K	Sell	21,418 -4,160	-16%	-$168K	0.06%	145
2017 Q2	$1.16M	Buy	25,578 +254	+1%	+$11.2K	0.1%	97
2017 Q1	$1.08M	Sell	25,324 -921	-4%	-$37.5K	0.1%	94
2016 Q4	$1.05M	Buy	+26,245	New	+$1.01M	0.11%	90

Other funds holding HOLX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's HOLX Position: Q4 2018 in Review

Avantax Planning Partners sold out of Hologic (HOLX) in Q4 2018, closing a stake of 1,103 shares — an estimated $45K sold.

Avantax Planning Partners first reported a position in HOLX in Q4 2016 and held it in 7 quarters. The position peaked at $1.16M in Q2 2017. 469 funds tracked by Wall St. Rank hold HOLX as of Q4 2018.

Avantax Planning Partners reported no remaining Hologic position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,103 Hologic shares in Q4 2018, an estimated $45K.
Avantax Planning Partners first reported a position in Hologic in Q4 2016 and held it in 7 quarters.
Avantax Planning Partners's Hologic position peaked at $1.16M in Q2 2017.
469 funds tracked by Wall St. Rank held Hologic as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.