FWM
HOLX

Focused Wealth Management’s Hologic HOLX Stock Holding History

Focused 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
Q1 		– Sell
-10
Closed -$715 – 524
2023
Q4 		$715 Hold
10
– – ﹤0.01% 878
2023
Q3 		$694 Hold
10
– – ﹤0.01% 885
2023
Q2 		$810 Sell
10
-29
-74% -$2.37K ﹤0.01% 903
2023
Q1 		$3.15K Sell
39
-900
-96% -$72.5K ﹤0.01% 750
2022
Q4 		$70.2K Buy
939
+900
+2,308% +$64.1K 0.01% 257
2022
Q3 		$3K Hold
39
– – ﹤0.01% 704
2022
Q2 		$3K Sell
39
-135
-78% -$10K ﹤0.01% 692
2022
Q1 		$13K Buy
+174
New +$12.5K ﹤0.01% 513

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Focused Wealth Management's HOLX Position: Q1 2024 in Review

Focused Wealth Management sold out of Hologic (HOLX) in Q1 2024, closing a stake of 10 shares — an estimated $715 sold.

Focused Wealth Management first reported a position in HOLX in Q1 2022 and held it in 8 quarters. The position peaked at $70.2K in Q4 2022. 706 funds tracked by Wall St. Rank hold HOLX as of Q1 2024.

  • Focused Wealth Management reported no remaining Hologic position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 10 Hologic shares in Q1 2024, an estimated $715.
  • Focused Wealth Management first reported a position in Hologic in Q1 2022 and held it in 8 quarters.
  • Focused Wealth Management's Hologic position peaked at $70.2K in Q4 2022.
  • 706 funds tracked by Wall St. Rank held Hologic as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.