Heritage Wealth Management (Arizona)’s Quest Diagnostics DGX Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$11.3K	Buy	72 +36	+100%	+$5.17K	﹤0.01%	755
2022 Q3	$4K	Hold	36	–	–	﹤0.01%	774
2022 Q2	$4.79K	Hold	36	–	–	﹤0.01%	771
2022 Q1	$5K	Buy	+36	New	+$5.02K	﹤0.01%	791
2021 Q3	$5K	Hold	36	–	–	﹤0.01%	723
2021 Q2	$5K	Hold	36	–	–	﹤0.01%	739
2021 Q1	$5K	Buy	+36	New	+$4.44K	﹤0.01%	642

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DGX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Quest Diagnostics (DGX) stake by 100% in Q4 2022, buying an estimated $5.17K and bringing the position to 72 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Heritage Wealth Management (Arizona) first reported a position in DGX in Q1 2021 and has held it in 7 quarters since. 879 funds tracked by Wall St. Rank hold DGX as of Q4 2022.

Heritage Wealth Management (Arizona) held 72 shares of Quest Diagnostics worth $11.3K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 36 Quest Diagnostics shares in Q4 2022, an estimated $5.17K.
Quest Diagnostics made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #755 holding.
Heritage Wealth Management (Arizona) first reported a position in Quest Diagnostics in Q1 2021 and has held it in 7 quarters since.
879 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.