WCM
HOLX

Wealthcare Capital Management’s Hologic HOLX Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-52
Closed -$4K – 332
2021
Q1 		$4K Buy
+52
New +$3.95K ﹤0.01% 428
2020
Q1 		– Sell
-19
Closed -$1K – 433
2019
Q4 		$1K Buy
+19
New +$946 ﹤0.01% 635
2015
Q2 		– Sell
-88
Closed – – 597
2015
Q1 		$0 Buy
+88
New +$2.7K ﹤0.01% 953

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthcare Capital Management's HOLX Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Hologic (HOLX) in Q2 2021, closing a stake of 52 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in HOLX in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 625 funds tracked by Wall St. Rank hold HOLX as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Hologic position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 52 Hologic shares in Q2 2021, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Hologic in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Hologic position peaked at $4K in Q1 2021.
  • 625 funds tracked by Wall St. Rank held Hologic as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.