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Safir Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Safir 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
Q1 		– Sell
-200
Closed -$24K – 18
2020
Q4 		$24K Buy
+200
New +$24.4K 0.02% 39

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Safir Wealth Advisors's DGX Position: Q1 2021 in Review

Safir Wealth Advisors sold out of Quest Diagnostics (DGX) in Q1 2021, closing a stake of 200 shares — an estimated $24K sold.

Safir Wealth Advisors first reported a position in DGX in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 817 funds tracked by Wall St. Rank hold DGX as of Q1 2021.

  • Safir Wealth Advisors reported no remaining Quest Diagnostics position as of Q1 2021 after selling out during the quarter.
  • Safir Wealth Advisors sold 200 Quest Diagnostics shares in Q1 2021, an estimated $24K.
  • Safir Wealth Advisors first reported a position in Quest Diagnostics in Q4 2020 and held it in 1 quarter.
  • Safir Wealth Advisors's Quest Diagnostics position peaked at $24K in Q4 2020.
  • 817 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2021.

Based on Safir Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.