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Accretive Wealth Partners’s Quest Diagnostics DGX Stock Holding History

Accretive Wealth Partners’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
2021
Q1 		– Sell
-7,224
Closed -$861K – 96
2020
Q4 		$861K Buy
+7,224
New +$881K 0.85% 41

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American Century Companies
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Accretive Wealth Partners's DGX Position: Q1 2021 in Review

Accretive Wealth Partners sold out of Quest Diagnostics (DGX) in Q1 2021, closing a stake of 7,224 shares — an estimated $861K sold.

Accretive Wealth Partners first reported a position in DGX in Q4 2020 and held it in 1 quarter. The position peaked at $861K in Q4 2020. 817 funds tracked by Wall St. Rank hold DGX as of Q1 2021.

  • Accretive Wealth Partners reported no remaining Quest Diagnostics position as of Q1 2021 after selling out during the quarter.
  • Accretive Wealth Partners sold 7,224 Quest Diagnostics shares in Q1 2021, an estimated $861K.
  • Accretive Wealth Partners first reported a position in Quest Diagnostics in Q4 2020 and held it in 1 quarter.
  • Accretive Wealth Partners's Quest Diagnostics position peaked at $861K in Q4 2020.
  • 817 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2021.

Based on Accretive Wealth Partners's 13F filing for Q1 2021, filed 17 May 2021.