WWM
HOLX

WT Wealth Management’s Hologic HOLX Stock Holding History

WT 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
Q1 		– Sell
-7,119
Closed -$518K – 124
2020
Q4 		$518K Buy
7,119
+1,609
+29% +$114K 0.28% 90
2020
Q3 		$366K Buy
5,510
+610
+12% +$38.6K 0.24% 81
2020
Q2 		$279K Buy
+4,900
New +$240K 0.22% 74

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

WT Wealth Management's HOLX Position: Q1 2021 in Review

WT Wealth Management sold out of Hologic (HOLX) in Q1 2021, closing a stake of 7,119 shares — an estimated $518K sold.

WT Wealth Management first reported a position in HOLX in Q2 2020 and held it in 3 quarters. The position peaked at $518K in Q4 2020. 637 funds tracked by Wall St. Rank hold HOLX as of Q1 2021.

  • WT Wealth Management reported no remaining Hologic position as of Q1 2021 after selling out during the quarter.
  • WT Wealth Management sold 7,119 Hologic shares in Q1 2021, an estimated $518K.
  • WT Wealth Management first reported a position in Hologic in Q2 2020 and held it in 3 quarters.
  • WT Wealth Management's Hologic position peaked at $518K in Q4 2020.
  • 637 funds tracked by Wall St. Rank held Hologic as of Q1 2021.

Based on WT Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.