BSW Wealth Partners’s Hologic HOLX Stock Holding History

BSW Wealth 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
2019 Q4	–	Sell	-492	Closed	-$25K	–	144
2019 Q3	$25K	Buy	492 +15	+3%	+$738	0.01%	136
2019 Q2	$23K	Buy	+477	New	+$22.1K	0.01%	139

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BSW Wealth Partners's HOLX Position: Q4 2019 in Review

BSW Wealth Partners sold out of Hologic (HOLX) in Q4 2019, closing a stake of 492 shares — an estimated $25K sold.

BSW Wealth Partners first reported a position in HOLX in Q2 2019 and held it in 2 quarters. The position peaked at $25K in Q3 2019. 520 funds tracked by Wall St. Rank hold HOLX as of Q4 2019.

BSW Wealth Partners reported no remaining Hologic position as of Q4 2019 after selling out during the quarter.
BSW Wealth Partners sold 492 Hologic shares in Q4 2019, an estimated $25K.
BSW Wealth Partners first reported a position in Hologic in Q2 2019 and held it in 2 quarters.
BSW Wealth Partners's Hologic position peaked at $25K in Q3 2019.
520 funds tracked by Wall St. Rank held Hologic as of Q4 2019.

Based on BSW Wealth Partners's 13F filing for Q4 2019, filed 18 Feb 2020.