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Lake Point Wealth Management’s Quest Diagnostics DGX Stock Holding History

Lake Point Wealth Management’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
Q2 		– Sell
-47
Closed -$6K – 460
2022
Q1 		$6K Hold
47
– – ﹤0.01% 221
2021
Q4 		$8K Buy
+47
New +$7.15K ﹤0.01% 197

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
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

Lake Point Wealth Management's DGX Position: Q2 2022 in Review

Lake Point Wealth Management sold out of Quest Diagnostics (DGX) in Q2 2022, closing a stake of 47 shares — an estimated $6K sold.

Lake Point Wealth Management first reported a position in DGX in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 851 funds tracked by Wall St. Rank hold DGX as of Q2 2022.

  • Lake Point Wealth Management reported no remaining Quest Diagnostics position as of Q2 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 47 Quest Diagnostics shares in Q2 2022, an estimated $6K.
  • Lake Point Wealth Management first reported a position in Quest Diagnostics in Q4 2021 and held it in 2 quarters.
  • Lake Point Wealth Management's Quest Diagnostics position peaked at $8K in Q4 2021.
  • 851 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.