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Fortitude Advisory Group’s Quest Diagnostics DGX Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-401
Closed -$55K – 465
2022
Q1 		$55K Buy
401
+1
+0.3% +$139 0.03% 499
2021
Q4 		$69K Buy
+400
New +$60.9K 0.03% 448

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Fortitude Advisory Group's DGX Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Quest Diagnostics (DGX) in Q2 2022, closing a stake of 401 shares — an estimated $55K sold.

Fortitude Advisory Group first reported a position in DGX in Q4 2021 and held it in 2 quarters. The position peaked at $69K in Q4 2021. 851 funds tracked by Wall St. Rank hold DGX as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Quest Diagnostics position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 401 Quest Diagnostics shares in Q2 2022, an estimated $55K.
  • Fortitude Advisory Group first reported a position in Quest Diagnostics in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Quest Diagnostics position peaked at $69K in Q4 2021.
  • 851 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.