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Fortem Financial Group’s Quest Diagnostics DGX Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-29
Closed -$3K – 229
2020
Q4 		$3K Buy
+29
New +$3.54K ﹤0.01% 428

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Bank of America
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Victory Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSA
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Fortem Financial Group's DGX Position: Q1 2021 in Review

Fortem Financial Group sold out of Quest Diagnostics (DGX) in Q1 2021, closing a stake of 29 shares — an estimated $3K sold.

Fortem Financial Group first reported a position in DGX in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 817 funds tracked by Wall St. Rank hold DGX as of Q1 2021.

  • Fortem Financial Group reported no remaining Quest Diagnostics position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 29 Quest Diagnostics shares in Q1 2021, an estimated $3K.
  • Fortem Financial Group first reported a position in Quest Diagnostics in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Quest Diagnostics position peaked at $3K in Q4 2020.
  • 817 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.