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TFO Wealth Partners’s Quest Diagnostics DGX Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-3
Closed -$399 – 243
2024
Q1 		$399 Hold
3
– – ﹤0.01% 312
2023
Q4 		$414 Hold
3
– – ﹤0.01% 392
2023
Q3 		$422 Hold
3
– – ﹤0.01% 509
2023
Q2 		$422 Hold
3
– – ﹤0.01% 317
2023
Q1 		$424 Sell
3
-13
-81% -$1.86K ﹤0.01% 281
2022
Q4 		$2.28K Buy
+16
New +$2.3K ﹤0.01% 239

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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TFO Wealth Partners's DGX Position: Q2 2024 in Review

TFO Wealth Partners sold out of Quest Diagnostics (DGX) in Q2 2024, closing a stake of 3 shares — an estimated $399 sold.

TFO Wealth Partners first reported a position in DGX in Q4 2022 and held it in 6 quarters. The position peaked at $2.28K in Q4 2022. 838 funds tracked by Wall St. Rank hold DGX as of Q2 2024.

  • TFO Wealth Partners reported no remaining Quest Diagnostics position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Quest Diagnostics shares in Q2 2024, an estimated $399.
  • TFO Wealth Partners first reported a position in Quest Diagnostics in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Quest Diagnostics position peaked at $2.28K in Q4 2022.
  • 838 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.