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Tyler-Stone Wealth Management’s Quest Diagnostics DGX Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-30
Closed -$4.11K – 454
2024
Q2 		$4.11K Hold
30
– – ﹤0.01% 785
2024
Q1 		$3.99K Sell
30
-45
-60% -$5.84K ﹤0.01% 776
2023
Q4 		$10.3K Hold
75
– – 0.01% 632
2023
Q3 		$9K Hold
75
– – 0.01% 629
2023
Q2 		$10K Buy
+75
New +$10.3K 0.01% 608
2022
Q4 		$12K Hold
75
– – 0.01% 524
2022
Q3 		$9K Hold
75
– – 0.01% 548
2022
Q2 		$10K Hold
75
– – 0.01% 545
2022
Q1 		$10K Hold
75
– – 0.01% 572
2021
Q4 		$13K Buy
+75
New +$11.4K 0.01% 558

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Tyler-Stone Wealth Management's DGX Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Quest Diagnostics (DGX) in Q3 2024, closing a stake of 30 shares — an estimated $4.11K sold.

Tyler-Stone Wealth Management first reported a position in DGX in Q4 2021 and held it in 10 quarters. The position peaked at $13K in Q4 2021. 846 funds tracked by Wall St. Rank hold DGX as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Quest Diagnostics position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 30 Quest Diagnostics shares in Q3 2024, an estimated $4.11K.
  • Tyler-Stone Wealth Management first reported a position in Quest Diagnostics in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Quest Diagnostics position peaked at $13K in Q4 2021.
  • 846 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.