VisionPoint Advisory Group’s Quest Diagnostics DGX Stock Holding History

VisionPoint Advisory Group’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	-301	Closed	-$41.2K	–	371
2024 Q2	$41.2K	Buy	301 +22	+8%	+$3.01K	0.01%	294
2024 Q1	$37.1K	Buy	279 +23	+9%	+$2.98K	0.01%	307
2023 Q4	$35.3K	Buy	256 +38	+17%	+$5K	0.01%	295
2023 Q3	$26.6K	Buy	218 +109	+100%	+$14.5K	0.01%	327
2023 Q2	$15.3K	Buy	+109	New	+$15K	0.01%	334

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

VisionPoint Advisory Group's DGX Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Quest Diagnostics (DGX) in Q3 2024, closing a stake of 301 shares — an estimated $41.2K sold.

VisionPoint Advisory Group first reported a position in DGX in Q2 2023 and held it in 5 quarters. The position peaked at $41.2K in Q2 2024. 846 funds tracked by Wall St. Rank hold DGX as of Q3 2024.

VisionPoint Advisory Group reported no remaining Quest Diagnostics position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 301 Quest Diagnostics shares in Q3 2024, an estimated $41.2K.
VisionPoint Advisory Group first reported a position in Quest Diagnostics in Q2 2023 and held it in 5 quarters.
VisionPoint Advisory Group's Quest Diagnostics position peaked at $41.2K in Q2 2024.
846 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.