GWM
HOLX

Gupta Wealth Management’s Hologic HOLX Stock Holding History

Gupta 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
2016
Q1 		$18K Sell
523
-272
-34% -$9.48K ﹤0.01% 680
2015
Q4 		$31K Hold
795
– – 0.01% 552
2015
Q3 		$31K Buy
795
+395
+99% +$15.7K 0.01% 563
2015
Q2 		$15K Hold
400
– – ﹤0.01% 804
2015
Q1 		$13K Buy
+400
New +$12.3K ﹤0.01% 703

Other funds holding HOLX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gupta Wealth Management's HOLX Position: Q1 2016 in Review

Gupta Wealth Management reduced its Hologic (HOLX) stake by 34% in Q1 2016, selling an estimated $9.48K and leaving 523 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Gupta Wealth Management first reported a position in HOLX in Q1 2015 and has held it in 5 quarters since. The position peaked at $31K in Q4 2015. 456 funds tracked by Wall St. Rank hold HOLX as of Q1 2016.

  • Gupta Wealth Management held 523 shares of Hologic worth $18K as of Q1 2016.
  • Gupta Wealth Management sold 272 Hologic shares in Q1 2016, an estimated $9.48K.
  • Hologic made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #680 holding.
  • Gupta Wealth Management first reported a position in Hologic in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Hologic position peaked at $31K in Q4 2015.
  • 456 funds tracked by Wall St. Rank held Hologic as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.