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Comprehensive Financial Consultants Institutional’s Quest Diagnostics DGX Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-292
Closed -$38K – 218
2021
Q4 		$38K Buy
+292
New +$44.4K 0.02% 252

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State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Comprehensive Financial Consultants Institutional's DGX Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Quest Diagnostics (DGX) in Q1 2022, closing a stake of 292 shares — an estimated $38K sold.

Comprehensive Financial Consultants Institutional first reported a position in DGX in Q4 2021 and held it in 1 quarter. The position peaked at $38K in Q4 2021. 851 funds tracked by Wall St. Rank hold DGX as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Quest Diagnostics position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 292 Quest Diagnostics shares in Q1 2022, an estimated $38K.
  • Comprehensive Financial Consultants Institutional first reported a position in Quest Diagnostics in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Quest Diagnostics position peaked at $38K in Q4 2021.
  • 851 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.