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Evolution Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Evolution 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
2021
Q4 		– Sell
-34
Closed -$5K – 276
2021
Q3 		$5K Sell
34
-67
-66% -$9.8K ﹤0.01% 502
2021
Q2 		$13K Sell
101
-12
-11% -$1.57K ﹤0.01% 362
2021
Q1 		$15K Hold
113
– – ﹤0.01% 341
2020
Q4 		$13K Buy
+113
New +$13.8K ﹤0.01% 320
2020
Q1 		– Sell
-52
Closed -$6K – 391
2019
Q4 		$6K Buy
52
+6
+13% +$626 ﹤0.01% 365
2019
Q3 		$5K Hold
46
– – ﹤0.01% 268
2019
Q2 		$5K Buy
+46
New +$4.42K ﹤0.01% 259

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Evolution Wealth Advisors's DGX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Quest Diagnostics (DGX) in Q4 2021, closing a stake of 34 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in DGX in Q2 2019 and held it in 7 quarters. The position peaked at $15K in Q1 2021. 905 funds tracked by Wall St. Rank hold DGX as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Quest Diagnostics position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 34 Quest Diagnostics shares in Q4 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Quest Diagnostics in Q2 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's Quest Diagnostics position peaked at $15K in Q1 2021.
  • 905 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.