AWE
HOLX

Avidian Wealth Enterprises’s Hologic HOLX Stock Holding History

Avidian Wealth Enterprises’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
2017
Q3 		– Sell
-10,953
Closed -$497K – 96
2017
Q2 		$497K Buy
10,953
+324
+3% +$14.3K 0.21% 39
2017
Q1 		$452K Buy
10,629
+3,024
+40% +$123K 0.17% 37
2016
Q4 		$305K Buy
+7,605
New +$293K 0.13% 51

Other funds holding HOLX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avidian Wealth Enterprises's HOLX Position: Q3 2017 in Review

Avidian Wealth Enterprises sold out of Hologic (HOLX) in Q3 2017, closing a stake of 10,953 shares — an estimated $497K sold.

Avidian Wealth Enterprises first reported a position in HOLX in Q4 2016 and held it in 3 quarters. The position peaked at $497K in Q2 2017. 457 funds tracked by Wall St. Rank hold HOLX as of Q3 2017.

  • Avidian Wealth Enterprises reported no remaining Hologic position as of Q3 2017 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,953 Hologic shares in Q3 2017, an estimated $497K.
  • Avidian Wealth Enterprises first reported a position in Hologic in Q4 2016 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Hologic position peaked at $497K in Q2 2017.
  • 457 funds tracked by Wall St. Rank held Hologic as of Q3 2017.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2017, filed 14 Nov 2017.