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O'Brien Wealth Partners’s Quest Diagnostics DGX Stock Holding History

O'Brien 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
2018
Q4 		– Sell
-38
Closed -$4K – 93
2018
Q3 		$4K Hold
38
– – ﹤0.01% 168
2018
Q2 		$4K Hold
38
– – ﹤0.01% 74
2018
Q1 		$4K Buy
+38
New +$3.89K ﹤0.01% 143

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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

O'Brien Wealth Partners's DGX Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Quest Diagnostics (DGX) in Q4 2018, closing a stake of 38 shares — an estimated $4K sold.

O'Brien Wealth Partners first reported a position in DGX in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 625 funds tracked by Wall St. Rank hold DGX as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Quest Diagnostics position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 38 Quest Diagnostics shares in Q4 2018, an estimated $4K.
  • O'Brien Wealth Partners first reported a position in Quest Diagnostics in Q1 2018 and held it in 3 quarters.
  • O'Brien Wealth Partners's Quest Diagnostics position peaked at $4K in Q3 2018.
  • 625 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.