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Burt Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Burt 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
2019
Q2 		– Sell
-18
Closed -$2K – 350
2019
Q1 		$2K Buy
+18
New +$1.56K ﹤0.01% 330
2016
Q1 		– Sell
-59
Closed -$4K – 682
2015
Q4 		$4K Buy
+59
New +$3.97K ﹤0.01% 396

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Burt Wealth Advisors's DGX Position: Q2 2019 in Review

Burt Wealth Advisors sold out of Quest Diagnostics (DGX) in Q2 2019, closing a stake of 18 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in DGX in Q4 2015 and held it in 2 quarters. The position peaked at $4K in Q4 2015. 654 funds tracked by Wall St. Rank hold DGX as of Q2 2019.

  • Burt Wealth Advisors reported no remaining Quest Diagnostics position as of Q2 2019 after selling out during the quarter.
  • Burt Wealth Advisors sold 18 Quest Diagnostics shares in Q2 2019, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Quest Diagnostics in Q4 2015 and held it in 2 quarters.
  • Burt Wealth Advisors's Quest Diagnostics position peaked at $4K in Q4 2015.
  • 654 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2019.

Based on Burt Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.