Sutton Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Sutton 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
2023 Q3	$1.46K	Hold	12	–	–	﹤0.01%	759
2023 Q2	$1.69K	Hold	12	–	–	﹤0.01%	722
2023 Q1	$1.7K	Hold	12	–	–	﹤0.01%	667
2022 Q4	$1.88K	Sell	12 -8	-40%	-$1.15K	﹤0.01%	1214
2022 Q3	$2.45K	Buy	20 +1	+5%	+$132	﹤0.01%	1167
2022 Q2	$2.53K	Buy	19 +9	+90%	+$1.23K	﹤0.01%	1148
2022 Q1	$1.37K	Hold	10	–	–	﹤0.01%	1264
2021 Q4	$1.73K	Hold	10	–	–	﹤0.01%	1222
2021 Q3	$1.45K	Hold	10	–	–	﹤0.01%	1211
2021 Q2	$1.32K	Hold	10	–	–	﹤0.01%	1204
2021 Q1	$1.28K	Hold	10	–	–	﹤0.01%	1183
2020 Q4	$1.19K	Buy	10 +7	+233%	+$853	﹤0.01%	1167
2020 Q3	$343	Hold	3	–	–	﹤0.01%	1196
2020 Q2	$342	Hold	3	–	–	﹤0.01%	1181
2020 Q1	$241	Buy	+3	New	+$311	﹤0.01%	1173
2016 Q2	–	Sell	-9	Closed	-$643	–	1036
2016 Q1	$643	Buy	+9	New	+$604	﹤0.01%	951

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sutton Wealth Advisors's DGX Position: Q3 2023 in Review

Sutton Wealth Advisors held its Quest Diagnostics (DGX) position steady in Q3 2023 at 12 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Sutton Wealth Advisors first reported a position in DGX in Q1 2016 and has held it in 16 quarters since. The position peaked at $2.53K in Q2 2022. 795 funds tracked by Wall St. Rank hold DGX as of Q3 2023.

Sutton Wealth Advisors held 12 shares of Quest Diagnostics worth $1.46K as of Q3 2023.
Sutton Wealth Advisors left its Quest Diagnostics share count unchanged in Q3 2023.
Quest Diagnostics made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #759 holding.
Sutton Wealth Advisors first reported a position in Quest Diagnostics in Q1 2016 and has held it in 16 quarters since.
Sutton Wealth Advisors's Quest Diagnostics position peaked at $2.53K in Q2 2022.
795 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.