WIA
HOLX

Wealthstreet Investment Advisors’s Hologic HOLX Stock Holding History

Wealthstreet Investment 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
-5,200
Closed -$387K – 192
2021
Q1 		$387K Hold
5,200
– – 0.04% 287
2020
Q4 		$379K Hold
5,200
– – 0.04% 272
2020
Q3 		$346K Hold
5,200
– – 0.04% 267
2020
Q2 		$296K Sell
5,200
-6,000
-54% -$294K 0.04% 274
2020
Q1 		$393K Hold
11,200
– – 0.06% 216
2019
Q4 		$585K Hold
11,200
– – 0.07% 218
2019
Q3 		$539K Hold
11,200
– – 0.07% 214
2019
Q2 		$538K Hold
11,200
– – 0.07% 214
2019
Q1 		$542K Sell
11,200
-2,350
-17% -$106K 0.07% 213
2018
Q4 		$605K Sell
13,550
-700
-5% -$28.7K 0.08% 190
2018
Q3 		$584K Sell
14,250
-300
-2% -$12.1K 0.07% 221
2018
Q2 		$578K Sell
14,550
-1,800
-11% -$69.2K 0.08% 220
2018
Q1 		$611K Hold
16,350
– – 0.08% 209
2017
Q4 		$699K Buy
+16,350
New +$652K 0.08% 193

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 $5.7T 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 $34.1B AUM 20.22% 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