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American Portfolios Advisors’s Quest Diagnostics DGX Stock Holding History

American Portfolios 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
2022
Q3 		$90.8K Sell
740
-26
-3% -$3.42K ﹤0.01% 1409
2022
Q2 		$102K Sell
766
-168
-18% -$22.9K ﹤0.01% 1388
2022
Q1 		$128K Buy
934
+242
+35% +$33.7K ﹤0.01% 1390
2021
Q4 		$120K Buy
692
+4
+0.6% +$609 ﹤0.01% 1426
2021
Q3 		$100K Sell
688
-19
-3% -$2.78K ﹤0.01% 1453
2021
Q2 		$93.3K Buy
707
+53
+8% +$6.94K ﹤0.01% 1454
2021
Q1 		$83.9K Buy
654
+373
+133% +$46K ﹤0.01% 1390
2020
Q4 		$33.5K Buy
281
+240
+585% +$29.3K ﹤0.01% 1576
2020
Q3 		$4.69K Sell
41
-35
-46% -$4.13K ﹤0.01% 2314
2020
Q2 		$8.66K Sell
76
-37
-33% -$3.92K ﹤0.01% 1984
2020
Q1 		$9.07K Sell
113
-66
-37% -$6.83K ﹤0.01% 1852
2019
Q4 		$19.1K Hold
179
– – ﹤0.01% 1745
2019
Q3 		$19.2K Sell
179
-111
-38% -$11.4K ﹤0.01% 1677
2019
Q2 		$29.5K Buy
+290
New +$27.9K ﹤0.01% 1495
2018
Q4 		– Sell
-70
Closed -$7.55K – 2441
2018
Q3 		$7.55K Hold
70
– – ﹤0.01% 1838
2018
Q2 		$7.7K Hold
70
– – ﹤0.01% 1823
2018
Q1 		$7.02K Buy
+70
New +$7.17K ﹤0.01% 1751

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 $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

American Portfolios Advisors's DGX Position: Q3 2022 in Review

American Portfolios Advisors reduced its Quest Diagnostics (DGX) stake by 3.4% in Q3 2022, selling an estimated $3.42K and leaving 740 shares worth $90.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

American Portfolios Advisors first reported a position in DGX in Q1 2018 and has held it in 17 quarters since. The position peaked at $128K in Q1 2022. 809 funds tracked by Wall St. Rank hold DGX as of Q3 2022.

  • American Portfolios Advisors held 740 shares of Quest Diagnostics worth $90.8K as of Q3 2022.
  • American Portfolios Advisors sold 26 Quest Diagnostics shares in Q3 2022, an estimated $3.42K.
  • Quest Diagnostics made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1409 holding.
  • American Portfolios Advisors first reported a position in Quest Diagnostics in Q1 2018 and has held it in 17 quarters since.
  • American Portfolios Advisors's Quest Diagnostics position peaked at $128K in Q1 2022.
  • 809 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.