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Personal Wealth Partners’s Quest Diagnostics DGX Stock Holding History

Personal 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
2021
Q3 		– Sell
-26
Closed -$3K – 164
2021
Q2 		$3K Buy
+26
New +$3.4K ﹤0.01% 355

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State Street
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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Personal Wealth Partners's DGX Position: Q3 2021 in Review

Personal Wealth Partners sold out of Quest Diagnostics (DGX) in Q3 2021, closing a stake of 26 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in DGX in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 837 funds tracked by Wall St. Rank hold DGX as of Q3 2021.

  • Personal Wealth Partners reported no remaining Quest Diagnostics position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 26 Quest Diagnostics shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in Quest Diagnostics in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's Quest Diagnostics position peaked at $3K in Q2 2021.
  • 837 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.