TD Ameritrade Investment Management’s Quest Diagnostics DGX Stock Holding History

TD Ameritrade Investment Management’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	–	Sell	-1,250	Closed	-$176K	–	111
2023 Q2	$176K	Sell	1,250 -197	-14%	-$27.2K	﹤0.01%	181
2023 Q1	$205K	Sell	1,447 -472	-25%	-$67.5K	﹤0.01%	176
2022 Q4	$300K	Sell	1,919 -618	-24%	-$88.8K	﹤0.01%	167
2022 Q3	$311K	Sell	2,537 -631	-20%	-$83.1K	﹤0.01%	173
2022 Q2	$421K	Sell	3,168 -1,040	-25%	-$142K	﹤0.01%	168
2022 Q1	$576K	Buy	4,208 +269	+7%	+$37.5K	﹤0.01%	173
2021 Q4	$681K	Buy	+3,939	New	+$599K	﹤0.01%	158
2021 Q3	–	Sell	-3,537	Closed	-$467K	–	653
2021 Q2	$467K	Buy	+3,537	New	+$463K	﹤0.01%	172

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

TD Ameritrade Investment Management's DGX Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Quest Diagnostics (DGX) in Q3 2023, closing a stake of 1,250 shares — an estimated $176K sold.

TD Ameritrade Investment Management first reported a position in DGX in Q2 2021 and held it in 8 quarters. The position peaked at $681K in Q4 2021. 794 funds tracked by Wall St. Rank hold DGX as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Quest Diagnostics position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 1,250 Quest Diagnostics shares in Q3 2023, an estimated $176K.
TD Ameritrade Investment Management first reported a position in Quest Diagnostics in Q2 2021 and held it in 8 quarters.
TD Ameritrade Investment Management's Quest Diagnostics position peaked at $681K in Q4 2021.
794 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.