TWM
HOLX

TriaGen Wealth Management’s Hologic HOLX Stock Holding History

TriaGen 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
2023
Q1 		– Sell
-3,648
Closed -$273K – 174
2022
Q4 		$273K Sell
3,648
-1,162
-24% -$82.8K 0.15% 138
2022
Q3 		$310K Hold
4,810
– – 0.17% 117
2022
Q2 		$333K Hold
4,810
– – 0.24% 98
2022
Q1 		$370K Sell
4,810
-986
-17% -$70.9K 0.19% 122
2021
Q4 		$444K Buy
+5,796
New +$426K 0.22% 108

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

TriaGen Wealth Management's HOLX Position: Q1 2023 in Review

TriaGen Wealth Management sold out of Hologic (HOLX) in Q1 2023, closing a stake of 3,648 shares — an estimated $273K sold.

TriaGen Wealth Management first reported a position in HOLX in Q4 2021 and held it in 5 quarters. The position peaked at $444K in Q4 2021. 708 funds tracked by Wall St. Rank hold HOLX as of Q1 2023.

  • TriaGen Wealth Management reported no remaining Hologic position as of Q1 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 3,648 Hologic shares in Q1 2023, an estimated $273K.
  • TriaGen Wealth Management first reported a position in Hologic in Q4 2021 and held it in 5 quarters.
  • TriaGen Wealth Management's Hologic position peaked at $444K in Q4 2021.
  • 708 funds tracked by Wall St. Rank held Hologic as of Q1 2023.

Based on TriaGen Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.