CWM
HOLX

Curi Wealth Management’s Hologic HOLX Stock Holding History

Curi 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
-2
Closed – – 409
2022
Q2 		$0 Hold
2
– – ﹤0.01% 670
2022
Q1 		$0 Hold
2
– – ﹤0.01% 572
2021
Q4 		$0 Buy
+2
New +$147 ﹤0.01% 534
2021
Q1 		– Sell
-2
Closed – – 263
2020
Q4 		$0 Buy
+2
New +$141 ﹤0.01% 443

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 $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Curi Wealth Management sold out of Hologic (HOLX) in Q3 2022, closing a stake of 2 shares.

Curi Wealth Management first reported a position in HOLX in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 654 funds tracked by Wall St. Rank hold HOLX as of Q3 2022.

  • Curi Wealth Management reported no remaining Hologic position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 2 Hologic shares in Q3 2022.
  • Curi Wealth Management first reported a position in Hologic in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Hologic position peaked at $0 in Q2 2022.
  • 654 funds tracked by Wall St. Rank held Hologic as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.