SWA
DGX icon

SOA Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

SOA 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
2022
Q3 		– Sell
-3
Closed – – 853
2022
Q2 		$0 Sell
3
-49
-94% -$6.68K ﹤0.01% 851
2022
Q1 		$7K Hold
52
– – ﹤0.01% 637
2021
Q4 		$8K Hold
52
– – ﹤0.01% 598
2021
Q3 		$7K Buy
52
+28
+117% +$4.1K ﹤0.01% 637
2021
Q2 		$3K Buy
24
+9
+60% +$1.18K ﹤0.01% 719
2021
Q1 		$1K Sell
15
-114
-88% -$14K ﹤0.01% 759
2020
Q4 		$15K Buy
+129
New +$15.7K ﹤0.01% 449

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SOA Wealth Advisors's DGX Position: Q3 2022 in Review

SOA Wealth Advisors sold out of Quest Diagnostics (DGX) in Q3 2022, closing a stake of 3 shares.

SOA Wealth Advisors first reported a position in DGX in Q4 2020 and held it in 7 quarters. The position peaked at $15K in Q4 2020. 808 funds tracked by Wall St. Rank hold DGX as of Q3 2022.

  • SOA Wealth Advisors reported no remaining Quest Diagnostics position as of Q3 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 3 Quest Diagnostics shares in Q3 2022.
  • SOA Wealth Advisors first reported a position in Quest Diagnostics in Q4 2020 and held it in 7 quarters.
  • SOA Wealth Advisors's Quest Diagnostics position peaked at $15K in Q4 2020.
  • 808 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2022.

Based on SOA Wealth Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.