PWAG
HOLX

Polaris Wealth Advisory Group’s Hologic HOLX Stock Holding History

Polaris Wealth Advisory Group’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
Q1 		– Sell
-109,172
Closed -$8.36M – 175
2021
Q4 		$8.36M Sell
109,172
-153
-0.1% -$11.2K 0.48% 67
2021
Q3 		$7.84M Buy
+109,325
New +$8.2M 0.47% 67
2016
Q1 		– Sell
-8,940
Closed -$346K – 121
2015
Q4 		$346K Sell
8,940
-945
-10% -$36.8K 0.06% 114
2015
Q3 		$387K Buy
+9,885
New +$392K 0.08% 57

Other funds holding HOLX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Polaris Wealth Advisory Group's HOLX Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of Hologic (HOLX) in Q1 2022, closing a stake of 109,172 shares — an estimated $8.36M sold.

Polaris Wealth Advisory Group first reported a position in HOLX in Q3 2015 and held it in 4 quarters. The position peaked at $8.36M in Q4 2021. 700 funds tracked by Wall St. Rank hold HOLX as of Q1 2022.

  • Polaris Wealth Advisory Group reported no remaining Hologic position as of Q1 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 109,172 Hologic shares in Q1 2022, an estimated $8.36M.
  • Polaris Wealth Advisory Group first reported a position in Hologic in Q3 2015 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's Hologic position peaked at $8.36M in Q4 2021.
  • 700 funds tracked by Wall St. Rank held Hologic as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.