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SYSTM Wealth Solutions’s Quest Diagnostics DGX Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-607
Closed -$83.1K – 238
2024
Q2 		$83.1K Hold
607
– – 0.02% 251
2024
Q1 		$80.8K Sell
607
-93
-13% -$12.1K 0.01% 507
2023
Q4 		$96.5K Buy
+700
New +$92K 0.01% 461

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

SYSTM Wealth Solutions's DGX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Quest Diagnostics (DGX) in Q3 2024, closing a stake of 607 shares — an estimated $83.1K sold.

SYSTM Wealth Solutions first reported a position in DGX in Q4 2023 and held it in 3 quarters. The position peaked at $96.5K in Q4 2023. 846 funds tracked by Wall St. Rank hold DGX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Quest Diagnostics position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 607 Quest Diagnostics shares in Q3 2024, an estimated $83.1K.
  • SYSTM Wealth Solutions first reported a position in Quest Diagnostics in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Quest Diagnostics position peaked at $96.5K in Q4 2023.
  • 846 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.