CM Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

CM 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	–	Sell	-6,670	Closed	-$979K	–	240
2023 Q1	$979K	Buy	+6,670	New	+$954K	0.19%	164

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

CM Wealth Advisors sold out of Quest Diagnostics (DGX) in Q2 2023, closing a stake of 6,670 shares — an estimated $979K sold.

CM Wealth Advisors first reported a position in DGX in Q1 2023 and held it in 1 quarter. The position peaked at $979K in Q1 2023. 818 funds tracked by Wall St. Rank hold DGX as of Q2 2023.

CM Wealth Advisors reported no remaining Quest Diagnostics position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 6,670 Quest Diagnostics shares in Q2 2023, an estimated $979K.
CM Wealth Advisors first reported a position in Quest Diagnostics in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Quest Diagnostics position peaked at $979K in Q1 2023.
818 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.