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Cetera Advisors’s Quest Diagnostics DGX Stock Holding History

Cetera 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
2024
Q1 		$375K Buy
2,818
+1,195
+74% +$155K ﹤0.01% 1795
2023
Q4 		$224K Sell
1,623
-701
-30% -$92.2K ﹤0.01% 1584
2023
Q3 		$283K Buy
2,324
+346
+17% +$46.1K ﹤0.01% 1350
2023
Q2 		$278K Sell
1,978
-752
-28% -$104K ﹤0.01% 1347
2023
Q1 		$386K Sell
2,730
-198
-7% -$28.3K 0.01% 1149
2022
Q4 		$458K Buy
2,928
+1,190
+68% +$171K 0.01% 1024
2022
Q3 		$213K Sell
1,738
-89
-5% -$11.7K 0.01% 1107
2022
Q2 		$243K Buy
1,827
+7
+0.4% +$954 0.01% 1135
2022
Q1 		$249K Sell
1,820
-80
-4% -$11.2K 0.01% 1198
2021
Q4 		$329K Hold
1,900
– – 0.01% 1082
2021
Q3 		$276K Sell
1,900
-65
-3% -$9.51K 0.01% 1151
2021
Q2 		$259K Sell
1,965
-191
-9% -$25K 0.01% 1116
2021
Q1 		$277K Buy
2,156
+130
+6% +$16K 0.01% 993
2020
Q4 		$241K Buy
2,026
+40
+2% +$4.88K 0.01% 907
2020
Q3 		$227K Sell
1,986
-112
-5% -$13.2K 0.01% 837
2020
Q2 		$239K Buy
+2,098
New +$223K 0.01% 779
2020
Q1 		– Sell
-1,963
Closed -$210K – 840
2019
Q4 		$210K Buy
+1,963
New +$205K 0.01% 850
2019
Q3 		– Sell
-2,116
Closed -$217K – 909
2019
Q2 		$217K Buy
+2,116
New +$203K 0.01% 829
2018
Q4 		– Sell
-3,220
Closed -$349K – 870
2018
Q3 		$349K Buy
+3,220
New +$353K 0.02% 679
2016
Q4 		– Sell
-3,289
Closed -$278K – 748
2016
Q3 		$278K Buy
+3,289
New +$276K 0.02% 576

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cetera Advisors's DGX Position: Q1 2024 in Review

Cetera Advisors increased its Quest Diagnostics (DGX) stake by 74% in Q1 2024, buying an estimated $155K and bringing the position to 2,818 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Cetera Advisors first reported a position in DGX in Q3 2016 and has held it in 20 quarters since. The position peaked at $458K in Q4 2022. 819 funds tracked by Wall St. Rank hold DGX as of Q1 2024.

  • Cetera Advisors held 2,818 shares of Quest Diagnostics worth $375K as of Q1 2024.
  • Cetera Advisors bought 1,195 Quest Diagnostics shares in Q1 2024, an estimated $155K.
  • Quest Diagnostics made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1795 holding.
  • Cetera Advisors first reported a position in Quest Diagnostics in Q3 2016 and has held it in 20 quarters since.
  • Cetera Advisors's Quest Diagnostics position peaked at $458K in Q4 2022.
  • 819 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.