Patriot Financial Group Insurance Agency’s Quest Diagnostics DGX Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-943	Closed	-$125K	–	777
2022 Q2	$125K	Buy	943 +2	+0.2%	+$273	0.03%	487
2022 Q1	$129K	Sell	941 -19	-2%	-$2.65K	0.02%	512
2021 Q4	$166K	Sell	960 -7	-0.7%	-$1.06K	0.03%	505
2021 Q3	$140K	Buy	967 +14	+1%	+$2.05K	0.02%	546
2021 Q2	$126K	Buy	953 +2	+0.2%	+$262	0.02%	556
2021 Q1	$122K	Buy	951 +23	+2%	+$2.83K	0.03%	501
2020 Q4	$111K	Buy	928 +2	+0.2%	+$244	0.03%	474
2020 Q3	$106K	Buy	926 +351	+61%	+$41.5K	0.03%	374
2020 Q2	$66K	Buy	+575	New	+$61K	0.03%	444
2019 Q2	–	Sell	-8	Closed	-$1K	–	1437
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	1091
2018 Q4	$1K	Buy	+8	New	+$750	﹤0.01%	885

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DGX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Quest Diagnostics (DGX) in Q3 2022, closing a stake of 943 shares — an estimated $125K sold.

Patriot Financial Group Insurance Agency first reported a position in DGX in Q4 2018 and held it in 11 quarters. The position peaked at $166K in Q4 2021. 809 funds tracked by Wall St. Rank hold DGX as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Quest Diagnostics position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 943 Quest Diagnostics shares in Q3 2022, an estimated $125K.
Patriot Financial Group Insurance Agency first reported a position in Quest Diagnostics in Q4 2018 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's Quest Diagnostics position peaked at $166K in Q4 2021.
809 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.