Walled Lake Planning & Wealth Management’s Hologic HOLX Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-600	Closed	-$44K	–	191
2021 Q3	$44K	Hold	600	–	–	0.03%	170
2021 Q2	$40K	Hold	600	–	–	0.03%	164
2021 Q1	$45K	Hold	600	–	–	0.03%	150
2020 Q4	$44K	Hold	600	–	–	0.03%	141
2020 Q3	$40K	Hold	600	–	–	0.03%	139
2020 Q2	$34K	Hold	600	–	–	0.03%	127
2020 Q1	$21K	Hold	600	–	–	0.02%	141
2019 Q4	$31K	Buy	+600	New	+$29.9K	0.02%	137

Other funds holding HOLX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Walled Lake Planning & Wealth Management's HOLX Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Hologic (HOLX) in Q4 2021, closing a stake of 600 shares — an estimated $44K sold.

Walled Lake Planning & Wealth Management first reported a position in HOLX in Q4 2019 and held it in 8 quarters. The position peaked at $45K in Q1 2021. 679 funds tracked by Wall St. Rank hold HOLX as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Hologic position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 600 Hologic shares in Q4 2021, an estimated $44K.
Walled Lake Planning & Wealth Management first reported a position in Hologic in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Hologic position peaked at $45K in Q1 2021.
679 funds tracked by Wall St. Rank held Hologic as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.