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Smith Salley Wealth Management’s Quest Diagnostics DGX Stock Holding History

Smith Salley 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
2023
Q1 		– Sell
-1,400
Closed -$219K – 228
2022
Q4 		$219K Buy
+1,400
New +$201K 0.02% 210
2022
Q1 		– Sell
-1,400
Closed -$242K – 241
2021
Q4 		$242K Sell
1,400
-300
-18% -$45.6K 0.02% 226
2021
Q3 		$247K Hold
1,700
– – 0.02% 223
2021
Q2 		$224K Buy
+1,700
New +$223K 0.02% 232

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 $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Smith Salley Wealth Management's DGX Position: Q1 2023 in Review

Smith Salley Wealth Management sold out of Quest Diagnostics (DGX) in Q1 2023, closing a stake of 1,400 shares — an estimated $219K sold.

Smith Salley Wealth Management first reported a position in DGX in Q2 2021 and held it in 4 quarters. The position peaked at $247K in Q3 2021. 834 funds tracked by Wall St. Rank hold DGX as of Q1 2023.

  • Smith Salley Wealth Management reported no remaining Quest Diagnostics position as of Q1 2023 after selling out during the quarter.
  • Smith Salley Wealth Management sold 1,400 Quest Diagnostics shares in Q1 2023, an estimated $219K.
  • Smith Salley Wealth Management first reported a position in Quest Diagnostics in Q2 2021 and held it in 4 quarters.
  • Smith Salley Wealth Management's Quest Diagnostics position peaked at $247K in Q3 2021.
  • 834 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2023.

Based on Smith Salley Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.