Global Wealth Management Investment Advisory’s Quest Diagnostics DGX Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-1	Closed	-$126	–	216
2023 Q4	$126	Hold	1	–	–	﹤0.01%	465
2023 Q3	$111	Hold	1	–	–	﹤0.01%	466
2023 Q2	$128	Buy	+1	New	+$138	﹤0.01%	469
2022 Q3	–	Sell	-26	Closed	-$3K	–	226
2022 Q2	$3K	Hold	26	–	–	﹤0.01%	373
2022 Q1	$4K	Buy	+26	New	+$3.62K	﹤0.01%	373

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Wealth Management Investment Advisory's DGX Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Quest Diagnostics (DGX) in Q1 2024, closing a stake of 1 share — an estimated $126 sold.

Global Wealth Management Investment Advisory first reported a position in DGX in Q1 2022 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 819 funds tracked by Wall St. Rank hold DGX as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Quest Diagnostics position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1 Quest Diagnostics share in Q1 2024, an estimated $126.
Global Wealth Management Investment Advisory first reported a position in Quest Diagnostics in Q1 2022 and held it in 5 quarters.
Global Wealth Management Investment Advisory's Quest Diagnostics position peaked at $4K in Q1 2022.
819 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.