BRWA
HOLX

B. Riley Wealth Advisors’s Hologic HOLX Stock Holding History

B. Riley Wealth Advisors’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
-3,198
Closed -$222K – 1486
2024
Q1 		$222K Buy
3,198
+367
+13% +$27.3K 0.01% 1209
2023
Q4 		$202K Sell
2,831
-367
-11% -$25.6K 0.01% 1256
2023
Q3 		$222K Buy
3,198
+131
+4% +$9.9K 0.01% 1209
2023
Q2 		$248K Sell
3,067
-357
-10% -$29.2K 0.01% 1225
2023
Q1 		$276K Sell
3,424
-115
-3% -$9.26K 0.01% 1116
2022
Q4 		$265K Sell
3,539
-647
-15% -$46.1K 0.01% 1102
2022
Q3 		$271K Buy
4,186
+577
+16% +$40K 0.01% 1064
2022
Q2 		$251K Sell
3,609
-190
-5% -$14.1K 0.01% 954
2022
Q1 		$292K Sell
3,799
-158
-4% -$11.4K 0.01% 1025
2021
Q4 		$304K Sell
3,957
-162
-4% -$11.9K 0.01% 1066
2021
Q3 		$305K Buy
4,119
+204
+5% +$15.3K 0.01% 1029
2021
Q2 		$262K Buy
3,915
+298
+8% +$19.9K 0.01% 1094
2021
Q1 		$269K Buy
+3,617
New +$275K 0.01% 1053
2017
Q3 		– Sell
-4,455
Closed -$203K – 564
2017
Q2 		$203K Buy
+4,455
New +$197K 0.04% 476
2015
Q1 		– Sell
-1,400
Closed -$37 – 1186
2014
Q4 		$37 Buy
+1,400
New +$36.1K ﹤0.01% 2252
2014
Q3 		– Sell
-2,400
Closed -$60.8K – 1187
2014
Q2 		$60.8K Buy
+2,400
New +$56.1K 0.01% 939

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

B. Riley Wealth Advisors's HOLX Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Hologic (HOLX) in Q2 2024, closing a stake of 3,198 shares — an estimated $222K sold.

B. Riley Wealth Advisors first reported a position in HOLX in Q2 2014 and held it in 16 quarters. The position peaked at $305K in Q3 2021. 703 funds tracked by Wall St. Rank hold HOLX as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Hologic position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,198 Hologic shares in Q2 2024, an estimated $222K.
  • B. Riley Wealth Advisors first reported a position in Hologic in Q2 2014 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Hologic position peaked at $305K in Q3 2021.
  • 703 funds tracked by Wall St. Rank held Hologic as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.