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Liberty Wealth Management’s Quest Diagnostics DGX Stock Holding History

Liberty 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
2021
Q4 		– Sell
-24
Closed -$4K – 389
2021
Q3 		$4K Buy
24
+12
+100% +$1.76K ﹤0.01% 969
2021
Q2 		$2K Sell
12
-259
-96% -$33.9K ﹤0.01% 909
2021
Q1 		$36K Hold
271
– – 0.02% 344
2020
Q4 		$36K Sell
271
-9
-3% -$1.1K 0.02% 341
2020
Q3 		$32K Sell
280
-19
-6% -$2.25K 0.02% 315
2020
Q2 		$34K Buy
299
+284
+1,893% +$30.1K 0.02% 282
2020
Q1 		$1K Hold
15
– – ﹤0.01% 783
2019
Q4 		$2K Hold
15
– – ﹤0.01% 762
2019
Q3 		$2K Hold
15
– – ﹤0.01% 732
2019
Q2 		$2K Hold
15
– – ﹤0.01% 754
2019
Q1 		$1K Buy
+15
New +$1.3K ﹤0.01% 664

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Liberty Wealth Management's DGX Position: Q4 2021 in Review

Liberty Wealth Management sold out of Quest Diagnostics (DGX) in Q4 2021, closing a stake of 24 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in DGX in Q1 2019 and held it in 11 quarters. The position peaked at $36K in Q1 2021. 905 funds tracked by Wall St. Rank hold DGX as of Q4 2021.

  • Liberty Wealth Management reported no remaining Quest Diagnostics position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 24 Quest Diagnostics shares in Q4 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in Quest Diagnostics in Q1 2019 and held it in 11 quarters.
  • Liberty Wealth Management's Quest Diagnostics position peaked at $36K in Q1 2021.
  • 905 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.