Heritage Wealth Management (Arizona)’s Hologic HOLX Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$15.4K	Buy	206 +124	+151%	+$8.83K	﹤0.01%	718
2022 Q3	$5K	Buy	82 +20	+32%	+$1.39K	﹤0.01%	758
2022 Q2	$4.3K	Hold	62	–	–	﹤0.01%	791
2022 Q1	$5K	Buy	+62	New	+$4.46K	﹤0.01%	798
2021 Q3	$5K	Hold	62	–	–	﹤0.01%	730
2021 Q2	$4K	Hold	62	–	–	﹤0.01%	776
2021 Q1	$5K	Buy	+62	New	+$4.71K	﹤0.01%	645

Other funds holding HOLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HOLX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Hologic (HOLX) stake by 151% in Q4 2022, buying an estimated $8.83K and bringing the position to 206 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Heritage Wealth Management (Arizona) first reported a position in HOLX in Q1 2021 and has held it in 7 quarters since. 698 funds tracked by Wall St. Rank hold HOLX as of Q4 2022.

Heritage Wealth Management (Arizona) held 206 shares of Hologic worth $15.4K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 124 Hologic shares in Q4 2022, an estimated $8.83K.
Hologic made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #718 holding.
Heritage Wealth Management (Arizona) first reported a position in Hologic in Q1 2021 and has held it in 7 quarters since.
698 funds tracked by Wall St. Rank held Hologic as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.