KPWS
HOLX

Kestra Private Wealth Services’s Hologic HOLX Stock Holding History

Kestra Private Wealth Services’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
Q4 		– Sell
-3,836
Closed -$312K – 1454
2024
Q3 		$312K Sell
3,836
-2,495
-39% -$200K 0.01% 1068
2024
Q2 		$470K Buy
6,331
+3,539
+127% +$265K 0.01% 861
2024
Q1 		$218K Sell
2,792
-347
-11% -$25.8K ﹤0.01% 1147
2023
Q4 		$224K Buy
+3,139
New +$219K 0.01% 1063

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Private Wealth Services's HOLX Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of Hologic (HOLX) in Q4 2024, closing a stake of 3,836 shares — an estimated $312K sold.

Kestra Private Wealth Services first reported a position in HOLX in Q4 2023 and held it in 4 quarters. The position peaked at $470K in Q2 2024. 719 funds tracked by Wall St. Rank hold HOLX as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining Hologic position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,836 Hologic shares in Q4 2024, an estimated $312K.
  • Kestra Private Wealth Services first reported a position in Hologic in Q4 2023 and held it in 4 quarters.
  • Kestra Private Wealth Services's Hologic position peaked at $470K in Q2 2024.
  • 719 funds tracked by Wall St. Rank held Hologic as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.