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Pacific Capital Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Pacific Capital Wealth Advisors’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
Q3 		– Sell
-3
Closed -$411 – 523
2024
Q2 		$411 Buy
+3
New +$411 ﹤0.01% 476

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Pacific Capital Wealth Advisors's DGX Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Quest Diagnostics (DGX) in Q3 2024, closing a stake of 3 shares — an estimated $411 sold.

Pacific Capital Wealth Advisors first reported a position in DGX in Q2 2024 and held it in 1 quarter. The position peaked at $411 in Q2 2024. 846 funds tracked by Wall St. Rank hold DGX as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Quest Diagnostics position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 3 Quest Diagnostics shares in Q3 2024, an estimated $411.
  • Pacific Capital Wealth Advisors first reported a position in Quest Diagnostics in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Quest Diagnostics position peaked at $411 in Q2 2024.
  • 846 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.