Atlas Private Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Atlas Private 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
2024 Q1	–	Sell	-1,746	Closed	-$241K	–	118
2023 Q4	$241K	Hold	1,746	–	–	0.04%	144
2023 Q3	$213K	Hold	1,746	–	–	0.04%	171
2023 Q2	$245K	Buy	+1,746	New	+$241K	0.05%	162
2021 Q4	–	Sell	-1,058	Closed	-$154K	–	291
2021 Q3	$154K	Hold	1,058	–	–	0.08%	145
2021 Q2	$140K	Hold	1,058	–	–	0.08%	138
2021 Q1	$136K	Hold	1,058	–	–	0.08%	134
2020 Q4	$126K	Hold	1,058	–	–	0.08%	130
2020 Q3	$121K	Hold	1,058	–	–	0.1%	127
2020 Q2	$121K	Buy	+1,058	New	+$112K	0.11%	133

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atlas Private Wealth Advisors's DGX Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of Quest Diagnostics (DGX) in Q1 2024, closing a stake of 1,746 shares — an estimated $241K sold.

Atlas Private Wealth Advisors first reported a position in DGX in Q2 2020 and held it in 9 quarters. The position peaked at $245K in Q2 2023. 818 funds tracked by Wall St. Rank hold DGX as of Q1 2024.

Atlas Private Wealth Advisors reported no remaining Quest Diagnostics position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,746 Quest Diagnostics shares in Q1 2024, an estimated $241K.
Atlas Private Wealth Advisors first reported a position in Quest Diagnostics in Q2 2020 and held it in 9 quarters.
Atlas Private Wealth Advisors's Quest Diagnostics position peaked at $245K in Q2 2023.
818 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.