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Founders Financial Alliance’s Quest Diagnostics DGX Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-95
Closed -$12K – 628
2020
Q3 		$12K Buy
+95
New +$11.2K 0.01% 706

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State Street
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FMI
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Founders Financial Alliance's DGX Position: Q4 2020 in Review

Founders Financial Alliance sold out of Quest Diagnostics (DGX) in Q4 2020, closing a stake of 95 shares — an estimated $12K sold.

Founders Financial Alliance first reported a position in DGX in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 811 funds tracked by Wall St. Rank hold DGX as of Q4 2020.

  • Founders Financial Alliance reported no remaining Quest Diagnostics position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 95 Quest Diagnostics shares in Q4 2020, an estimated $12K.
  • Founders Financial Alliance first reported a position in Quest Diagnostics in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Quest Diagnostics position peaked at $12K in Q3 2020.
  • 811 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.