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Peak Financial Advisors’s Quest Diagnostics DGX Stock Holding History

Peak Financial 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
2022
Q1 		– Sell
-13,816
Closed -$2.39M – 88
2021
Q4 		$2.39M Buy
13,816
+1,202
+10% +$183K 1.84% 20
2021
Q3 		$1.83M Buy
+12,614
New +$1.85M 1.61% 25

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Peak Financial Advisors's DGX Position: Q1 2022 in Review

Peak Financial Advisors sold out of Quest Diagnostics (DGX) in Q1 2022, closing a stake of 13,816 shares — an estimated $2.39M sold.

Peak Financial Advisors first reported a position in DGX in Q3 2021 and held it in 2 quarters. The position peaked at $2.39M in Q4 2021. 852 funds tracked by Wall St. Rank hold DGX as of Q1 2022.

  • Peak Financial Advisors reported no remaining Quest Diagnostics position as of Q1 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 13,816 Quest Diagnostics shares in Q1 2022, an estimated $2.39M.
  • Peak Financial Advisors first reported a position in Quest Diagnostics in Q3 2021 and held it in 2 quarters.
  • Peak Financial Advisors's Quest Diagnostics position peaked at $2.39M in Q4 2021.
  • 852 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.