BTWM
HOLX

Baker Tilly Wealth Management’s Hologic HOLX Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-6,444
Closed -$502K – 336
2024
Q1 		$502K Buy
6,444
+8
+0.1% +$595 0.09% 250
2023
Q4 		$460K Buy
6,436
+20
+0.3% +$1.39K 0.08% 298
2023
Q3 		$445K Sell
6,416
-13
-0.2% -$982 0.07% 284
2023
Q2 		$521K Buy
+6,429
New +$525K 0.05% 328

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

Baker Tilly Wealth Management's HOLX Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Hologic (HOLX) in Q2 2024, closing a stake of 6,444 shares — an estimated $502K sold.

Baker Tilly Wealth Management first reported a position in HOLX in Q2 2023 and held it in 4 quarters. The position peaked at $521K in Q2 2023. 703 funds tracked by Wall St. Rank hold HOLX as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Hologic position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,444 Hologic shares in Q2 2024, an estimated $502K.
  • Baker Tilly Wealth Management first reported a position in Hologic in Q2 2023 and held it in 4 quarters.
  • Baker Tilly Wealth Management's Hologic position peaked at $521K in Q2 2023.
  • 703 funds tracked by Wall St. Rank held Hologic as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.