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Forvis Mazars Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Forvis Mazars 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
2023
Q2 		– Sell
-1,934
Closed -$274K – 413
2023
Q1 		$274K Hold
1,934
– – 0.01% 348
2022
Q4 		$303K Hold
1,934
– – 0.01% 323
2022
Q3 		$237K Hold
1,934
– – 0.01% 354
2022
Q2 		$257K Hold
1,934
– – 0.01% 344
2022
Q1 		$265K Buy
1,934
+390
+25% +$54.4K 0.01% 259
2021
Q4 		$267K Sell
1,544
-350
-18% -$53.3K 0.01% 247
2021
Q3 		$275K Sell
1,894
-107
-5% -$15.7K 0.01% 227
2021
Q2 		$264K Sell
2,001
-593
-23% -$77.6K 0.01% 234
2021
Q1 		$333K Sell
2,594
-617
-19% -$76K 0.02% 214
2020
Q4 		$383K Buy
3,211
+548
+21% +$66.8K 0.02% 260
2020
Q3 		$305K Buy
2,663
+19
+0.7% +$2.25K 0.02% 254
2020
Q2 		$301K Buy
2,644
+117
+5% +$12.4K 0.02% 253
2020
Q1 		$203K Sell
2,527
-429
-15% -$44.4K 0.02% 274
2019
Q4 		$316K Buy
2,956
+7
+0.2% +$730 0.02% 235
2019
Q3 		$316K Buy
2,949
+6
+0.2% +$616 0.03% 216
2019
Q2 		$300K Sell
2,943
-517
-15% -$49.7K 0.02% 220
2019
Q1 		$311K Buy
3,460
+361
+12% +$31.3K 0.03% 206
2018
Q4 		$258K Buy
3,099
+62
+2% +$5.81K 0.03% 193
2018
Q3 		$328K Sell
3,037
-191
-6% -$20.9K 0.03% 186
2018
Q2 		$355K Buy
+3,228
New +$336K 0.03% 181

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DGX Position: Q2 2023 in Review

Forvis Mazars Wealth Advisors sold out of Quest Diagnostics (DGX) in Q2 2023, closing a stake of 1,934 shares — an estimated $274K sold.

Forvis Mazars Wealth Advisors first reported a position in DGX in Q2 2018 and held it in 20 quarters. The position peaked at $383K in Q4 2020. 818 funds tracked by Wall St. Rank hold DGX as of Q2 2023.

  • Forvis Mazars Wealth Advisors reported no remaining Quest Diagnostics position as of Q2 2023 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,934 Quest Diagnostics shares in Q2 2023, an estimated $274K.
  • Forvis Mazars Wealth Advisors first reported a position in Quest Diagnostics in Q2 2018 and held it in 20 quarters.
  • Forvis Mazars Wealth Advisors's Quest Diagnostics position peaked at $383K in Q4 2020.
  • 818 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.