WAM
HOLX

Wealthspire Advisors (Maryland)’s Hologic HOLX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,559
Closed -$75K – 1128
2019
Q1 		$75K Buy
1,559
+365
+31% +$16.5K 0.01% 744
2018
Q4 		$49K Buy
1,194
+566
+90% +$23.2K ﹤0.01% 867
2018
Q3 		$26K Hold
628
– – ﹤0.01% 1201
2018
Q2 		$25K Buy
628
+151
+32% +$5.81K ﹤0.01% 1226
2018
Q1 		$18K Buy
477
+14
+3% +$566 ﹤0.01% 1329
2017
Q4 		$20K Buy
463
+19
+4% +$758 ﹤0.01% 1328
2017
Q3 		$16K Buy
444
+19
+4% +$767 ﹤0.01% 1381
2017
Q2 		$19K Sell
425
-32
-7% -$1.41K ﹤0.01% 1285
2017
Q1 		$19K Buy
457
+76
+20% +$3.1K ﹤0.01% 1100
2016
Q4 		$15K Sell
381
-827
-68% -$31.9K ﹤0.01% 1101
2016
Q3 		$47K Buy
1,208
+613
+103% +$23.1K 0.01% 790
2016
Q2 		$21K Sell
595
-69
-10% -$2.39K ﹤0.01% 981
2016
Q1 		$23K Buy
664
+180
+37% +$6.28K ﹤0.01% 925
2015
Q4 		$19K Buy
+484
New +$18.8K ﹤0.01% 985

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HOLX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Hologic (HOLX) in Q2 2019, closing a stake of 1,559 shares — an estimated $75K sold.

Wealthspire Advisors (Maryland) first reported a position in HOLX in Q4 2015 and held it in 14 quarters. The position peaked at $75K in Q1 2019. 484 funds tracked by Wall St. Rank hold HOLX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Hologic position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,559 Hologic shares in Q2 2019, an estimated $75K.
  • Wealthspire Advisors (Maryland) first reported a position in Hologic in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Hologic position peaked at $75K in Q1 2019.
  • 484 funds tracked by Wall St. Rank held Hologic as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.