AWM
HOLX

Avitas Wealth Management’s Hologic HOLX Stock Holding History

Avitas 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
2022
Q3 		– Sell
-3,391
Closed -$235K – 200
2022
Q2 		$235K Buy
+3,391
New +$252K 0.05% 178

Other funds holding HOLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avitas Wealth Management's HOLX Position: Q3 2022 in Review

Avitas Wealth Management sold out of Hologic (HOLX) in Q3 2022, closing a stake of 3,391 shares — an estimated $235K sold.

Avitas Wealth Management first reported a position in HOLX in Q2 2022 and held it in 1 quarter. The position peaked at $235K in Q2 2022. 654 funds tracked by Wall St. Rank hold HOLX as of Q3 2022.

  • Avitas Wealth Management reported no remaining Hologic position as of Q3 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 3,391 Hologic shares in Q3 2022, an estimated $235K.
  • Avitas Wealth Management first reported a position in Hologic in Q2 2022 and held it in 1 quarter.
  • Avitas Wealth Management's Hologic position peaked at $235K in Q2 2022.
  • 654 funds tracked by Wall St. Rank held Hologic as of Q3 2022.

Based on Avitas Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.