Summit Wealth Group’s Hologic HOLX Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-12,509	Closed	–	–	156
2023 Q1	$0	Buy	+12,509	New	+$1.01M	﹤0.01%	200

Other funds holding HOLX

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Wealth Group's HOLX Position: Q2 2023 in Review

Summit Wealth Group sold out of Hologic (HOLX) in Q2 2023, closing a stake of 12,509 shares.

Summit Wealth Group first reported a position in HOLX in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 713 funds tracked by Wall St. Rank hold HOLX as of Q2 2023.

Summit Wealth Group reported no remaining Hologic position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 12,509 Hologic shares in Q2 2023.
Summit Wealth Group first reported a position in Hologic in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Hologic position peaked at $0 in Q1 2023.
713 funds tracked by Wall St. Rank held Hologic as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.