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Avior Wealth Management’s Quest Diagnostics DGX Stock Holding History

Avior 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
2025
Q1 		– Sell
-132
Closed -$20K – 1141
2024
Q4 		$20K Buy
132
+5
+4% +$778 ﹤0.01% 1409
2024
Q3 		$19.7K Buy
127
+3
+2% +$448 ﹤0.01% 1377
2024
Q2 		$17.1K Sell
124
-252
-67% -$34.5K ﹤0.01% 1377
2024
Q1 		$50K Buy
376
+372
+9,300% +$48.3K ﹤0.01% 1233
2023
Q4 		$551 Hold
4
– – ﹤0.01% 1418
2023
Q3 		$487 Sell
4
-1
-20% -$133 ﹤0.01% 1491
2023
Q2 		$702 Sell
5
-36
-88% -$4.96K ﹤0.01% 1436
2023
Q1 		$5.8K Buy
41
+11
+37% +$1.57K ﹤0.01% 1157
2022
Q4 		$4.69K Buy
30
+25
+500% +$3.59K ﹤0.01% 964
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1177
2022
Q2 		$0 Hold
5
– – ﹤0.01% 1096
2022
Q1 		$0 Hold
5
– – ﹤0.01% 1126
2021
Q4 		$0 Sell
5
-3
-38% -$456 ﹤0.01% 1114
2021
Q3 		$1K Sell
8
-5,295
-100% -$775K ﹤0.01% 984
2021
Q2 		$699K Buy
5,303
+22
+0.4% +$2.88K 0.07% 229
2021
Q1 		$677K Sell
5,281
-941
-15% -$116K 0.07% 233
2020
Q4 		$741K Buy
6,222
+7
+0.1% +$853 0.09% 195
2020
Q3 		$710K Buy
6,215
+380
+7% +$44.9K 0.1% 178
2020
Q2 		$664K Buy
5,835
+1,237
+27% +$131K 0.1% 181
2020
Q1 		$368K Hold
4,598
– – 0.07% 240
2019
Q4 		$490K Buy
4,598
+550
+14% +$57.4K 0.08% 228
2019
Q3 		$432K Hold
4,048
– – 0.08% 241
2019
Q2 		$412K Buy
4,048
+8
+0.2% +$769 0.07% 242
2019
Q1 		$363K Buy
4,040
+1,330
+49% +$115K 0.08% 247
2018
Q4 		$225K Buy
2,710
+40
+1% +$3.75K 0.05% 291
2018
Q3 		$288K Buy
2,670
+180
+7% +$19.7K 0.06% 267
2018
Q2 		$294K Buy
2,490
+870
+54% +$90.6K 0.07% 251
2018
Q1 		$162K Sell
1,620
-340
-17% -$34.8K 0.04% 362
2017
Q4 		$193K Buy
+1,960
New +$186K 0.04% 335

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Avior Wealth Management's DGX Position: Q1 2025 in Review

Avior Wealth Management sold out of Quest Diagnostics (DGX) in Q1 2025, closing a stake of 132 shares — an estimated $20K sold.

Avior Wealth Management first reported a position in DGX in Q4 2017 and held it in 29 quarters. The position peaked at $741K in Q4 2020. 969 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

  • Avior Wealth Management reported no remaining Quest Diagnostics position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 132 Quest Diagnostics shares in Q1 2025, an estimated $20K.
  • Avior Wealth Management first reported a position in Quest Diagnostics in Q4 2017 and held it in 29 quarters.
  • Avior Wealth Management's Quest Diagnostics position peaked at $741K in Q4 2020.
  • 969 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.