CWP
HOLX

Concord Wealth Partners’s Hologic HOLX Stock Holding History

Concord 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
2023
Q1 		– Sell
-107
Closed -$8.01K – 1103
2022
Q4 		$8.01K Buy
+107
New +$7.62K ﹤0.01% 667
2022
Q3 		– Sell
-107
Closed -$7K – 574
2022
Q2 		$7K Buy
+107
New +$7.94K ﹤0.01% 752

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Concord Wealth Partners's HOLX Position: Q1 2023 in Review

Concord Wealth Partners sold out of Hologic (HOLX) in Q1 2023, closing a stake of 107 shares — an estimated $8.01K sold.

Concord Wealth Partners first reported a position in HOLX in Q2 2022 and held it in 2 quarters. The position peaked at $8.01K in Q4 2022. 708 funds tracked by Wall St. Rank hold HOLX as of Q1 2023.

  • Concord Wealth Partners reported no remaining Hologic position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 107 Hologic shares in Q1 2023, an estimated $8.01K.
  • Concord Wealth Partners first reported a position in Hologic in Q2 2022 and held it in 2 quarters.
  • Concord Wealth Partners's Hologic position peaked at $8.01K in Q4 2022.
  • 708 funds tracked by Wall St. Rank held Hologic as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.