BDO Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

BDO 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
2023 Q2	$19.4K	Hold	138	–	–	﹤0.01%	576
2023 Q1	$19.5K	Hold	138	–	–	﹤0.01%	585
2022 Q4	$21.6K	Hold	138	–	–	﹤0.01%	566
2022 Q3	$17K	Hold	138	–	–	﹤0.01%	601
2022 Q2	$18K	Hold	138	–	–	﹤0.01%	579
2022 Q1	$19K	Hold	138	–	–	﹤0.01%	600
2021 Q4	$24K	Hold	138	–	–	﹤0.01%	584
2021 Q3	$20K	Sell	138 -6	-4%	-$878	﹤0.01%	610
2021 Q2	$19K	Hold	144	–	–	﹤0.01%	633
2021 Q1	$18K	Sell	144 -8	-5%	-$986	﹤0.01%	629
2020 Q4	$18K	Buy	152 +121	+390%	+$14.8K	﹤0.01%	473
2020 Q3	$4K	Buy	+31	New	+$3.66K	﹤0.01%	580
2020 Q2	–	Sell	-200	Closed	-$16K	–	709
2020 Q1	$16K	Buy	+200	New	+$20.7K	﹤0.01%	480

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BDO Wealth Advisors's DGX Position: Q2 2023 in Review

BDO Wealth Advisors held its Quest Diagnostics (DGX) position steady in Q2 2023 at 138 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

BDO Wealth Advisors first reported a position in DGX in Q1 2020 and has held it in 13 quarters since. The position peaked at $24K in Q4 2021. 819 funds tracked by Wall St. Rank hold DGX as of Q2 2023.

BDO Wealth Advisors held 138 shares of Quest Diagnostics worth $19.4K as of Q2 2023.
BDO Wealth Advisors left its Quest Diagnostics share count unchanged in Q2 2023.
Quest Diagnostics made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #576 holding.
BDO Wealth Advisors first reported a position in Quest Diagnostics in Q1 2020 and has held it in 13 quarters since.
BDO Wealth Advisors's Quest Diagnostics position peaked at $24K in Q4 2021.
819 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.