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Garrett Wealth Advisory Group’s Quest Diagnostics DGX Stock Holding History

Garrett Wealth 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
2019
Q4 		– Sell
-19
Closed -$2.03K – 194
2019
Q3 		$2.03K Buy
+19
New +$1.95K ﹤0.01% 548

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garrett Wealth Advisory Group's DGX Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Quest Diagnostics (DGX) in Q4 2019, closing a stake of 19 shares — an estimated $2.03K sold.

Garrett Wealth Advisory Group first reported a position in DGX in Q3 2019 and held it in 1 quarter. The position peaked at $2.03K in Q3 2019. 711 funds tracked by Wall St. Rank hold DGX as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Quest Diagnostics position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 19 Quest Diagnostics shares in Q4 2019, an estimated $2.03K.
  • Garrett Wealth Advisory Group first reported a position in Quest Diagnostics in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Quest Diagnostics position peaked at $2.03K in Q3 2019.
  • 711 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.