Prospera Financial Services’s Quest Diagnostics DGX Stock Holding History

Prospera Financial Services’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	-25	Closed	-$4K	–	1012
2022 Q2	$4K	Sell	25 -91	-78%	-$12.4K	﹤0.01%	1471
2022 Q1	$16K	Buy	+116	New	+$16.2K	﹤0.01%	1824
2020 Q4	–	Sell	-99	Closed	-$11K	–	873
2020 Q3	$11K	Buy	+99	New	+$11.7K	﹤0.01%	1083
2020 Q1	–	Sell	-6,465	Closed	-$690K	–	535
2019 Q4	$690K	Buy	+6,465	New	+$674K	0.05%	316
2018 Q4	–	Sell	-1,995	Closed	-$212K	–	405
2018 Q3	$212K	Sell	1,995 -72	-3%	-$7.9K	0.04%	384
2018 Q2	$228K	Buy	+2,067	New	+$215K	0.03%	404
2017 Q3	–	Sell	-1,879	Closed	-$209K	–	436
2017 Q2	$209K	Buy	+1,879	New	+$199K	0.03%	383

Other funds holding DGX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Prospera Financial Services's DGX Position: Q3 2022 in Review

Prospera Financial Services sold out of Quest Diagnostics (DGX) in Q3 2022, closing a stake of 25 shares — an estimated $4K sold.

Prospera Financial Services first reported a position in DGX in Q2 2017 and held it in 7 quarters. The position peaked at $690K in Q4 2019. 808 funds tracked by Wall St. Rank hold DGX as of Q3 2022.

Prospera Financial Services reported no remaining Quest Diagnostics position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 25 Quest Diagnostics shares in Q3 2022, an estimated $4K.
Prospera Financial Services first reported a position in Quest Diagnostics in Q2 2017 and held it in 7 quarters.
Prospera Financial Services's Quest Diagnostics position peaked at $690K in Q4 2019.
808 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.