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Cornerstone Wealth Management’s Quest Diagnostics DGX Stock Holding History

Cornerstone Wealth Management’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
2018
Q3 		– Sell
-116,270
Closed -$1.05M – 1353
2018
Q2 		$1.05M Buy
+116,270
New +$12.1M 0.01% 740

Other funds holding DGX

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Cornerstone Wealth Management's DGX Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Quest Diagnostics (DGX) in Q3 2018, closing a stake of 116,270 shares — an estimated $1.05M sold.

Cornerstone Wealth Management first reported a position in DGX in Q2 2018 and held it in 1 quarter. The position peaked at $1.05M in Q2 2018. 673 funds tracked by Wall St. Rank hold DGX as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Quest Diagnostics position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 116,270 Quest Diagnostics shares in Q3 2018, an estimated $1.05M.
  • Cornerstone Wealth Management first reported a position in Quest Diagnostics in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Quest Diagnostics position peaked at $1.05M in Q2 2018.
  • 673 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.