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BKM Wealth Management’s Quest Diagnostics DGX Stock Holding History

BKM 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
2024
Q1 		– Sell
-210
Closed -$29K – 271
2023
Q4 		$29K Buy
+210
New +$27.6K 0.01% 325

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
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)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BKM Wealth Management's DGX Position: Q1 2024 in Review

BKM Wealth Management sold out of Quest Diagnostics (DGX) in Q1 2024, closing a stake of 210 shares — an estimated $29K sold.

BKM Wealth Management first reported a position in DGX in Q4 2023 and held it in 1 quarter. The position peaked at $29K in Q4 2023. 818 funds tracked by Wall St. Rank hold DGX as of Q1 2024.

  • BKM Wealth Management reported no remaining Quest Diagnostics position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 210 Quest Diagnostics shares in Q1 2024, an estimated $29K.
  • BKM Wealth Management first reported a position in Quest Diagnostics in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Quest Diagnostics position peaked at $29K in Q4 2023.
  • 818 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.