SWM
DGX icon

Selective Wealth Management’s Quest Diagnostics DGX Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-100
Closed -$12K – 246
2022
Q3 		$12K Hold
100
– – 0.01% 489
2022
Q2 		$13K Hold
100
– – ﹤0.01% 527
2022
Q1 		$14K Hold
100
– – 0.01% 490
2021
Q4 		$17K Hold
100
– – 0.01% 426
2021
Q3 		$15K Sell
100
-100
-50% -$14.6K 0.01% 388
2021
Q2 		$26K Hold
200
– – 0.02% 255
2021
Q1 		$26K Hold
200
– – 0.02% 175
2020
Q4 		$24K Hold
200
– – 0.02% 165
2020
Q3 		$23K Hold
200
– – 0.02% 143
2020
Q2 		$23K Buy
+200
New +$21.2K 0.02% 158

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Selective Wealth Management's DGX Position: Q4 2022 in Review

Selective Wealth Management sold out of Quest Diagnostics (DGX) in Q4 2022, closing a stake of 100 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in DGX in Q2 2020 and held it in 10 quarters. The position peaked at $26K in Q2 2021. 879 funds tracked by Wall St. Rank hold DGX as of Q4 2022.

  • Selective Wealth Management reported no remaining Quest Diagnostics position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 100 Quest Diagnostics shares in Q4 2022, an estimated $12K.
  • Selective Wealth Management first reported a position in Quest Diagnostics in Q2 2020 and held it in 10 quarters.
  • Selective Wealth Management's Quest Diagnostics position peaked at $26K in Q2 2021.
  • 879 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.