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Tradition Wealth Management’s Quest Diagnostics DGX Stock Holding History

Tradition Wealth 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
Q4 		– Sell
-35
Closed -$4K – 1287
2023
Q3 		$4K Hold
35
– – ﹤0.01% 1224
2023
Q2 		$5K Buy
+35
New +$4.83K ﹤0.01% 1195

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tradition Wealth Management's DGX Position: Q4 2023 in Review

Tradition Wealth Management sold out of Quest Diagnostics (DGX) in Q4 2023, closing a stake of 35 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in DGX in Q2 2023 and held it in 2 quarters. The position peaked at $5K in Q2 2023. 826 funds tracked by Wall St. Rank hold DGX as of Q4 2023.

  • Tradition Wealth Management reported no remaining Quest Diagnostics position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 35 Quest Diagnostics shares in Q4 2023, an estimated $4K.
  • Tradition Wealth Management first reported a position in Quest Diagnostics in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Quest Diagnostics position peaked at $5K in Q2 2023.
  • 826 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.