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Ten Capital Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Ten Capital 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
2022
Q4 		– Sell
-100
Closed -$12K – 610
2022
Q3 		$12K Hold
100
– – 0.01% 283
2022
Q2 		$13K Hold
100
– – 0.01% 241
2022
Q1 		$14K Hold
100
– – 0.01% 250
2021
Q4 		$17K Hold
100
– – 0.01% 242
2021
Q3 		$15K Hold
100
– – 0.01% 228
2021
Q2 		$13K Hold
100
– – ﹤0.01% 289
2021
Q1 		$12K Hold
100
– – ﹤0.01% 252
2020
Q4 		$12K Buy
+100
New +$12.2K ﹤0.01% 246

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ten Capital Wealth Advisors's DGX Position: Q4 2022 in Review

Ten Capital Wealth Advisors sold out of Quest Diagnostics (DGX) in Q4 2022, closing a stake of 100 shares — an estimated $12K sold.

Ten Capital Wealth Advisors first reported a position in DGX in Q4 2020 and held it in 8 quarters. The position peaked at $17K in Q4 2021. 879 funds tracked by Wall St. Rank hold DGX as of Q4 2022.

  • Ten Capital Wealth Advisors reported no remaining Quest Diagnostics position as of Q4 2022 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 100 Quest Diagnostics shares in Q4 2022, an estimated $12K.
  • Ten Capital Wealth Advisors first reported a position in Quest Diagnostics in Q4 2020 and held it in 8 quarters.
  • Ten Capital Wealth Advisors's Quest Diagnostics position peaked at $17K in Q4 2021.
  • 879 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.