TWP
HOLX

TFO Wealth Partners’s Hologic HOLX Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-7
Closed -$546 – 368
2024
Q1 		$546 Hold
7
– – ﹤0.01% 243
2023
Q4 		$500 Hold
7
– – ﹤0.01% 330
2023
Q3 		$567 Hold
7
– – ﹤0.01% 425
2023
Q2 		$567 Hold
7
– – ﹤0.01% 264
2023
Q1 		$565 Sell
7
-17
-71% -$1.37K ﹤0.01% 228
2022
Q4 		$1.02K Buy
+24
New +$1.71K ﹤0.01% 361

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFO Wealth Partners's HOLX Position: Q2 2024 in Review

TFO Wealth Partners sold out of Hologic (HOLX) in Q2 2024, closing a stake of 7 shares — an estimated $546 sold.

TFO Wealth Partners first reported a position in HOLX in Q4 2022 and held it in 6 quarters. The position peaked at $1.02K in Q4 2022. 703 funds tracked by Wall St. Rank hold HOLX as of Q2 2024.

  • TFO Wealth Partners reported no remaining Hologic position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Hologic shares in Q2 2024, an estimated $546.
  • TFO Wealth Partners first reported a position in Hologic in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Hologic position peaked at $1.02K in Q4 2022.
  • 703 funds tracked by Wall St. Rank held Hologic as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.