VFA
HOLX

Valeo Financial Advisors’s Hologic HOLX Stock Holding History

Valeo Financial 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
Q2 		– Sell
-355
Closed -$26K – 1078
2021
Q1 		$26K Buy
355
+205
+137% +$15.6K ﹤0.01% 1080
2020
Q4 		$11K Hold
150
– – ﹤0.01% 1174
2020
Q3 		$10K Sell
150
-209
-58% -$13.2K ﹤0.01% 1082
2020
Q2 		$20K Buy
359
+54
+18% +$2.65K ﹤0.01% 1059
2020
Q1 		$12K Hold
305
– – ﹤0.01% 1029
2019
Q4 		$16K Buy
305
+150
+97% +$7.47K ﹤0.01% 974
2019
Q3 		$8K Sell
155
-2
-1% -$98 ﹤0.01% 1082
2019
Q2 		$8K Hold
157
– – ﹤0.01% 1082
2019
Q1 		$8K Hold
157
– – ﹤0.01% 1026
2018
Q4 		$6K Hold
157
– – ﹤0.01% 1017
2018
Q3 		$6K Hold
157
– – ﹤0.01% 1126
2018
Q2 		$6K Sell
157
-202
-56% -$7.77K ﹤0.01% 1085
2018
Q1 		$13K Hold
359
– – ﹤0.01% 856
2017
Q4 		$15K Sell
359
-5
-1% -$199 ﹤0.01% 734
2017
Q3 		$13K Buy
+364
New +$14.7K ﹤0.01% 640

Other funds holding HOLX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valeo Financial Advisors's HOLX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Hologic (HOLX) in Q2 2021, closing a stake of 355 shares — an estimated $26K sold.

Valeo Financial Advisors first reported a position in HOLX in Q3 2017 and held it in 15 quarters. The position peaked at $26K in Q1 2021. 625 funds tracked by Wall St. Rank hold HOLX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Hologic position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 355 Hologic shares in Q2 2021, an estimated $26K.
  • Valeo Financial Advisors first reported a position in Hologic in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Hologic position peaked at $26K in Q1 2021.
  • 625 funds tracked by Wall St. Rank held Hologic as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.