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Accurate Wealth Management’s Quest Diagnostics DGX Stock Holding History

Accurate Wealth Management’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
Q1 		– Sell
-234
Closed -$35.7K – 535
2022
Q4 		$35.7K Buy
+234
New +$33.6K 0.01% 534

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Accurate Wealth Management's DGX Position: Q1 2023 in Review

Accurate Wealth Management sold out of Quest Diagnostics (DGX) in Q1 2023, closing a stake of 234 shares — an estimated $35.7K sold.

Accurate Wealth Management first reported a position in DGX in Q4 2022 and held it in 1 quarter. The position peaked at $35.7K in Q4 2022. 834 funds tracked by Wall St. Rank hold DGX as of Q1 2023.

  • Accurate Wealth Management reported no remaining Quest Diagnostics position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 234 Quest Diagnostics shares in Q1 2023, an estimated $35.7K.
  • Accurate Wealth Management first reported a position in Quest Diagnostics in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Quest Diagnostics position peaked at $35.7K in Q4 2022.
  • 834 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.