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TRUE Private Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

TRUE Private 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
2018
Q4 		– Sell
-89
Closed -$9.6K – 401
2018
Q3 		$9.6K Buy
+89
New +$9.76K ﹤0.01% 766

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TRUE Private Wealth Advisors's DGX Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Quest Diagnostics (DGX) in Q4 2018, closing a stake of 89 shares — an estimated $9.6K sold.

TRUE Private Wealth Advisors first reported a position in DGX in Q3 2018 and held it in 1 quarter. The position peaked at $9.6K in Q3 2018. 624 funds tracked by Wall St. Rank hold DGX as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Quest Diagnostics position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 89 Quest Diagnostics shares in Q4 2018, an estimated $9.6K.
  • TRUE Private Wealth Advisors first reported a position in Quest Diagnostics in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Quest Diagnostics position peaked at $9.6K in Q3 2018.
  • 624 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.