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Polaris Wealth Advisory Group’s Quest Diagnostics DGX Stock Holding History

Polaris Wealth Advisory Group’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
2020
Q2 		– Sell
-208,018
Closed -$16.7M – 151
2020
Q1 		$16.7M Buy
+208,018
New +$21.5M 1.82% 24
2017
Q4 		– Sell
-144,542
Closed -$13.5M – 146
2017
Q3 		$13.5M Buy
+144,542
New +$15.3M 1.19% 38

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's DGX Position: Q2 2020 in Review

Polaris Wealth Advisory Group sold out of Quest Diagnostics (DGX) in Q2 2020, closing a stake of 208,018 shares — an estimated $16.7M sold.

Polaris Wealth Advisory Group first reported a position in DGX in Q3 2017 and held it in 2 quarters. The position peaked at $16.7M in Q1 2020. 749 funds tracked by Wall St. Rank hold DGX as of Q2 2020.

  • Polaris Wealth Advisory Group reported no remaining Quest Diagnostics position as of Q2 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 208,018 Quest Diagnostics shares in Q2 2020, an estimated $16.7M.
  • Polaris Wealth Advisory Group first reported a position in Quest Diagnostics in Q3 2017 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Quest Diagnostics position peaked at $16.7M in Q1 2020.
  • 749 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2020, filed 13 Jul 2020.