Wealthstreet Investment Advisors’s Hologic HOLX Stock Holding History

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

Wealthstreet Investment Advisors's HOLX Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Hologic (HOLX) in Q2 2021, closing a stake of 5,200 shares — an estimated $387K sold.

Wealthstreet Investment Advisors first reported a position in HOLX in Q4 2017 and held it in 14 quarters. The position peaked at $699K in Q4 2017. 626 funds tracked by Wall St. Rank hold HOLX as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Hologic position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 5,200 Hologic shares in Q2 2021, an estimated $387K.
  • Wealthstreet Investment Advisors first reported a position in Hologic in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Hologic position peaked at $699K in Q4 2017.
  • 626 funds tracked by Wall St. Rank held Hologic as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.