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IBEX Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

IBEX 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
2024
Q3 		– Sell
-268
Closed -$36.7K – 122
2024
Q2 		$36.7K Buy
+268
New +$36.7K 0.01% 174
2021
Q4 		– Sell
-348
Closed -$51K – 243
2021
Q3 		$51K Buy
+348
New +$50.9K 0.01% 268
2020
Q1 		– Sell
-31,548
Closed -$3.37M – 98
2019
Q4 		$3.37M Buy
31,548
+2,819
+10% +$294K 1.03% 37
2019
Q3 		$3.08M Buy
+28,729
New +$2.95M 1.02% 36

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

IBEX Wealth Advisors's DGX Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Quest Diagnostics (DGX) in Q3 2024, closing a stake of 268 shares — an estimated $36.7K sold.

IBEX Wealth Advisors first reported a position in DGX in Q3 2019 and held it in 4 quarters. The position peaked at $3.37M in Q4 2019. 846 funds tracked by Wall St. Rank hold DGX as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Quest Diagnostics position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 268 Quest Diagnostics shares in Q3 2024, an estimated $36.7K.
  • IBEX Wealth Advisors first reported a position in Quest Diagnostics in Q3 2019 and held it in 4 quarters.
  • IBEX Wealth Advisors's Quest Diagnostics position peaked at $3.37M in Q4 2019.
  • 846 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.