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Acorn Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Acorn 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
2018
Q2 		– Sell
-50
Closed -$5K – 592
2018
Q1 		$5K Hold
50
– – ﹤0.01% 618
2017
Q4 		$5K Buy
+50
New +$4.74K ﹤0.01% 589

Other funds holding DGX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Acorn Wealth Advisors's DGX Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Quest Diagnostics (DGX) in Q2 2018, closing a stake of 50 shares — an estimated $5K sold.

Acorn Wealth Advisors first reported a position in DGX in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 662 funds tracked by Wall St. Rank hold DGX as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Quest Diagnostics position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 50 Quest Diagnostics shares in Q2 2018, an estimated $5K.
  • Acorn Wealth Advisors first reported a position in Quest Diagnostics in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Quest Diagnostics position peaked at $5K in Q1 2018.
  • 662 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.