IWP
DGX icon

Icon Wealth Partners’s Quest Diagnostics DGX Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-718
Closed -$65K – 311
2019
Q1 		$65K Buy
+718
New +$62.2K 0.02% 301
2018
Q3 		– Sell
-923
Closed -$101K – 381
2018
Q2 		$101K Sell
923
-234
-20% -$24.4K 0.04% 237
2018
Q1 		$116K Sell
1,157
-335
-22% -$34.3K 0.06% 230
2017
Q4 		$147K Buy
+1,492
New +$141K 0.07% 212

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Icon Wealth Partners's DGX Position: Q2 2019 in Review

Icon Wealth Partners sold out of Quest Diagnostics (DGX) in Q2 2019, closing a stake of 718 shares — an estimated $65K sold.

Icon Wealth Partners first reported a position in DGX in Q4 2017 and held it in 4 quarters. The position peaked at $147K in Q4 2017. 654 funds tracked by Wall St. Rank hold DGX as of Q2 2019.

  • Icon Wealth Partners reported no remaining Quest Diagnostics position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 718 Quest Diagnostics shares in Q2 2019, an estimated $65K.
  • Icon Wealth Partners first reported a position in Quest Diagnostics in Q4 2017 and held it in 4 quarters.
  • Icon Wealth Partners's Quest Diagnostics position peaked at $147K in Q4 2017.
  • 654 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.