1WA
DGX icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return