Regent Peak Wealth Advisors’s Hologic HOLX Stock Holding History

Regent Peak Wealth Advisors’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
2021 Q1	–	Sell	-100	Closed	-$7K	–	511
2020 Q4	$7K	Buy	+100	New	+$7.06K	﹤0.01%	609

Other funds holding HOLX

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Regent Peak Wealth Advisors's HOLX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Hologic (HOLX) in Q1 2021, closing a stake of 100 shares — an estimated $7K sold.

Regent Peak Wealth Advisors first reported a position in HOLX in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 638 funds tracked by Wall St. Rank hold HOLX as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Hologic position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 100 Hologic shares in Q1 2021, an estimated $7K.
Regent Peak Wealth Advisors first reported a position in Hologic in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Hologic position peaked at $7K in Q4 2020.
638 funds tracked by Wall St. Rank held Hologic as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.