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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
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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCI Wealth Advisors's DGX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Quest Diagnostics (DGX) in Q2 2023, closing a stake of 49 shares — an estimated $6.93K sold.

TCI Wealth Advisors first reported a position in DGX in Q1 2014 and held it in 19 quarters. The position peaked at $18K in Q3 2021. 818 funds tracked by Wall St. Rank hold DGX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Quest Diagnostics position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 49 Quest Diagnostics shares in Q2 2023, an estimated $6.93K.
  • TCI Wealth Advisors first reported a position in Quest Diagnostics in Q1 2014 and held it in 19 quarters.
  • TCI Wealth Advisors's Quest Diagnostics position peaked at $18K in Q3 2021.
  • 818 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.