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Center for Financial Planning’s Quest Diagnostics DGX Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-35
Closed -$4K – 574
2022
Q3 		$4K Buy
+35
New +$4.61K ﹤0.01% 442

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Center for Financial Planning's DGX Position: Q4 2022 in Review

Center for Financial Planning sold out of Quest Diagnostics (DGX) in Q4 2022, closing a stake of 35 shares — an estimated $4K sold.

Center for Financial Planning first reported a position in DGX in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 879 funds tracked by Wall St. Rank hold DGX as of Q4 2022.

  • Center for Financial Planning reported no remaining Quest Diagnostics position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 35 Quest Diagnostics shares in Q4 2022, an estimated $4K.
  • Center for Financial Planning first reported a position in Quest Diagnostics in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Quest Diagnostics position peaked at $4K in Q3 2022.
  • 879 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.