LPWM
HOLX

Lake Point Wealth Management’s Hologic HOLX Stock Holding History

Lake Point 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
2022
Q2 		– Sell
-150
Closed -$12K – 467
2022
Q1 		$12K Hold
150
– – 0.01% 145
2021
Q4 		$11K Hold
150
– – ﹤0.01% 166
2021
Q3 		$11K Hold
150
– – 0.01% 154
2021
Q2 		$10K Buy
+150
New +$10K ﹤0.01% 172

Other funds holding HOLX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lake Point Wealth Management's HOLX Position: Q2 2022 in Review

Lake Point Wealth Management sold out of Hologic (HOLX) in Q2 2022, closing a stake of 150 shares — an estimated $12K sold.

Lake Point Wealth Management first reported a position in HOLX in Q2 2021 and held it in 4 quarters. The position peaked at $12K in Q1 2022. 694 funds tracked by Wall St. Rank hold HOLX as of Q2 2022.

  • Lake Point Wealth Management reported no remaining Hologic position as of Q2 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 150 Hologic shares in Q2 2022, an estimated $12K.
  • Lake Point Wealth Management first reported a position in Hologic in Q2 2021 and held it in 4 quarters.
  • Lake Point Wealth Management's Hologic position peaked at $12K in Q1 2022.
  • 694 funds tracked by Wall St. Rank held Hologic as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.