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Phoenix Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-20
Closed -$3K – 171
2021
Q3 		$3K Hold
20
– – ﹤0.01% 350
2021
Q2 		$3K Hold
20
– – ﹤0.01% 343
2021
Q1 		$3K Hold
20
– – ﹤0.01% 336
2020
Q4 		$2K Buy
+20
New +$2.44K ﹤0.01% 327

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Phoenix Wealth Advisors's DGX Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Quest Diagnostics (DGX) in Q4 2021, closing a stake of 20 shares — an estimated $3K sold.

Phoenix Wealth Advisors first reported a position in DGX in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q3 2021. 905 funds tracked by Wall St. Rank hold DGX as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Quest Diagnostics position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 20 Quest Diagnostics shares in Q4 2021, an estimated $3K.
  • Phoenix Wealth Advisors first reported a position in Quest Diagnostics in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Quest Diagnostics position peaked at $3K in Q3 2021.
  • 905 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.