FSWA
HOLX

Financial Synergies Wealth Advisors’s Hologic HOLX Stock Holding History

Financial Synergies 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
Closed -$234 – 230
2024
Q1 		$234 Hold
3
– – ﹤0.01% 488
2023
Q4 		$225 Hold
3
– – ﹤0.01% 438
2023
Q3 		$209 Hold
3
– – ﹤0.01% 485
2023
Q2 		$243 Hold
3
– – ﹤0.01% 477
2023
Q1 		$243 Hold
3
– – ﹤0.01% 475
2022
Q4 		$225 Hold
3
– – ﹤0.01% 438
2022
Q3 		$194 Hold
3
– – ﹤0.01% 449
2022
Q2 		$208 Buy
+3
New +$223 ﹤0.01% 471

Other funds holding HOLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Financial Synergies Wealth Advisors's HOLX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Hologic (HOLX) in Q2 2024, closing a stake of 3 shares — an estimated $234 sold.

Financial Synergies Wealth Advisors first reported a position in HOLX in Q2 2022 and held it in 8 quarters. The position peaked at $243 in Q2 2023. 703 funds tracked by Wall St. Rank hold HOLX as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Hologic position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 3 Hologic shares in Q2 2024, an estimated $234.
  • Financial Synergies Wealth Advisors first reported a position in Hologic in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Hologic position peaked at $243 in Q2 2023.
  • 703 funds tracked by Wall St. Rank held Hologic as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.