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Impact Partnership Wealth’s Quest Diagnostics DGX Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-160
Closed -$21.3K – 322
2024
Q1 		$21.3K Sell
160
-167
-51% -$21.7K 0.01% 380
2023
Q4 		$45.1K Hold
327
– – 0.02% 343
2023
Q3 		$39.8K Buy
+327
New +$43.6K 0.01% 430

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Impact Partnership Wealth's DGX Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Quest Diagnostics (DGX) in Q2 2024, closing a stake of 160 shares — an estimated $21.3K sold.

Impact Partnership Wealth first reported a position in DGX in Q3 2023 and held it in 3 quarters. The position peaked at $45.1K in Q4 2023. 837 funds tracked by Wall St. Rank hold DGX as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Quest Diagnostics position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 160 Quest Diagnostics shares in Q2 2024, an estimated $21.3K.
  • Impact Partnership Wealth first reported a position in Quest Diagnostics in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Quest Diagnostics position peaked at $45.1K in Q4 2023.
  • 837 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.