180 Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

180 Wealth Advisors’s Portfolio DGX Stock Details DGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,250	Closed	-$318K	–	375
2023 Q1	$318K	Buy	+2,250	New	+$322K	0.07%	250
2022 Q4	–	Sell	-1,921	Closed	-$236K	–	376
2022 Q3	$236K	Buy	1,921 +14	+0.7%	+$1.84K	0.07%	291
2022 Q2	$261K	Buy	1,907 +45	+2%	+$6.13K	0.07%	288
2022 Q1	$253K	Buy	1,862 +369	+25%	+$51.4K	0.06%	312
2021 Q4	$206K	Buy	1,493 +30	+2%	+$4.57K	0.05%	348
2021 Q3	$208K	Sell	1,463 -624	-30%	-$91.3K	0.05%	354
2021 Q2	$310K	Sell	2,087 -176	-8%	-$23K	0.07%	269
2021 Q1	$297K	Buy	2,263 +515	+29%	+$63.5K	0.07%	251
2020 Q4	$220K	Sell	1,748 -43	-2%	-$5.24K	0.06%	287
2020 Q3	$221K	Buy	+1,791	New	+$212K	0.08%	237

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

180 Wealth Advisors's DGX Position: Q2 2023 in Review

180 Wealth Advisors sold out of Quest Diagnostics (DGX) in Q2 2023, closing a stake of 2,250 shares — an estimated $318K sold.

180 Wealth Advisors first reported a position in DGX in Q3 2020 and held it in 10 quarters. The position peaked at $318K in Q1 2023. 818 funds tracked by Wall St. Rank hold DGX as of Q2 2023.

180 Wealth Advisors reported no remaining Quest Diagnostics position as of Q2 2023 after selling out during the quarter.
180 Wealth Advisors sold 2,250 Quest Diagnostics shares in Q2 2023, an estimated $318K.
180 Wealth Advisors first reported a position in Quest Diagnostics in Q3 2020 and held it in 10 quarters.
180 Wealth Advisors's Quest Diagnostics position peaked at $318K in Q1 2023.
818 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2023.

Based on 180 Wealth Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.