TCI Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

TCI 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 Q2	–	Sell	-49	Closed	-$6.93K	–	734
2023 Q1	$6.93K	Sell	49 -13	-21%	-$1.86K	﹤0.01%	1310
2022 Q4	$9.7K	Buy	62 +14	+29%	+$2.01K	﹤0.01%	1092
2022 Q3	$6K	Buy	48 +1	+2%	+$132	﹤0.01%	1323
2022 Q2	$6K	Sell	47 -8	-15%	-$1.09K	﹤0.01%	1337
2022 Q1	$8K	Sell	55 -3	-5%	-$418	﹤0.01%	1237
2021 Q4	$10K	Sell	58 -63	-52%	-$9.59K	﹤0.01%	1151
2021 Q3	$18K	Buy	121 +67	+124%	+$9.8K	﹤0.01%	725
2021 Q2	$7K	Sell	54 -2	-4%	-$262	﹤0.01%	1194
2021 Q1	$7K	Buy	56 +7	+14%	+$863	﹤0.01%	1043
2020 Q4	$6K	Buy	49 +17	+53%	+$2.07K	﹤0.01%	798
2020 Q3	$4K	Buy	32 +8	+33%	+$945	﹤0.01%	831
2020 Q2	$3K	Buy	24 +4	+20%	+$424	﹤0.01%	885
2020 Q1	$2K	Hold	20	–	–	﹤0.01%	997
2019 Q4	$2K	Sell	20 -13	-39%	-$1.36K	﹤0.01%	1124
2019 Q3	$4K	Buy	33 +28	+560%	+$2.87K	﹤0.01%	854
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	1174
2019 Q1	$0	Buy	+5	New	+$433	﹤0.01%	1431
2018 Q3	–	Sell	-4	Closed	–	–	1484
2018 Q2	$0	Buy	+4	New	+$417	﹤0.01%	1521
2014 Q2	–	Sell	-7	Closed	-$1K	–	898
2014 Q1	$1K	Buy	+7	New	+$375	﹤0.01%	783

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

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

Geode Capital Management

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

Wellington Management Group

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

Dimensional Fund Advisors

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return