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Avitas Wealth Management’s Quest Diagnostics DGX Stock Holding History

Avitas 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
2020
Q2 		– Sell
-16,245
Closed -$1.3M – 172
2020
Q1 		$1.3M Buy
+16,245
New +$1.68M 0.59% 67

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's DGX Position: Q2 2020 in Review

Avitas Wealth Management sold out of Quest Diagnostics (DGX) in Q2 2020, closing a stake of 16,245 shares — an estimated $1.3M sold.

Avitas Wealth Management first reported a position in DGX in Q1 2020 and held it in 1 quarter. The position peaked at $1.3M in Q1 2020. 748 funds tracked by Wall St. Rank hold DGX as of Q2 2020.

  • Avitas Wealth Management reported no remaining Quest Diagnostics position as of Q2 2020 after selling out during the quarter.
  • Avitas Wealth Management sold 16,245 Quest Diagnostics shares in Q2 2020, an estimated $1.3M.
  • Avitas Wealth Management first reported a position in Quest Diagnostics in Q1 2020 and held it in 1 quarter.
  • Avitas Wealth Management's Quest Diagnostics position peaked at $1.3M in Q1 2020.
  • 748 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2020.

Based on Avitas Wealth Management's 13F filing for Q2 2020, filed 30 Jul 2020.