TSWM
HOLX

Tyler-Stone Wealth Management’s Hologic HOLX Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-60
Closed -$4.46K – 577
2024
Q2 		$4.46K Hold
60
– – ﹤0.01% 776
2024
Q1 		$4.68K Hold
60
– – ﹤0.01% 763
2023
Q4 		$4.29K Hold
60
– – ﹤0.01% 747
2023
Q3 		$4K Hold
60
– – ﹤0.01% 740
2023
Q2 		$5K Buy
+60
New +$4.9K ﹤0.01% 697

Other funds holding HOLX

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.9T AUM 41.92% 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 $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tyler-Stone Wealth Management's HOLX Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Hologic (HOLX) in Q3 2024, closing a stake of 60 shares — an estimated $4.46K sold.

Tyler-Stone Wealth Management first reported a position in HOLX in Q2 2023 and held it in 5 quarters. The position peaked at $5K in Q2 2023. 727 funds tracked by Wall St. Rank hold HOLX as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Hologic position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 60 Hologic shares in Q3 2024, an estimated $4.46K.
  • Tyler-Stone Wealth Management first reported a position in Hologic in Q2 2023 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's Hologic position peaked at $5K in Q2 2023.
  • 727 funds tracked by Wall St. Rank held Hologic as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.