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Wealthcare Advisory Partners’s Quest Diagnostics DGX Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-478
Closed -$61K – 850
2021
Q1 		$61K Buy
+478
New +$58.9K ﹤0.01% 816
2020
Q2 		– Sell
-342
Closed -$27K – 549
2020
Q1 		$27K Buy
342
+153
+81% +$15.8K ﹤0.01% 641
2019
Q4 		$20K Sell
189
-57
-23% -$5.94K ﹤0.01% 759
2019
Q3 		$26K Sell
246
-36
-13% -$3.7K ﹤0.01% 679
2019
Q2 		$29K Buy
+282
New +$27.1K ﹤0.01% 628

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wealthcare Advisory Partners's DGX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Quest Diagnostics (DGX) in Q2 2021, closing a stake of 478 shares — an estimated $61K sold.

Wealthcare Advisory Partners first reported a position in DGX in Q2 2019 and held it in 5 quarters. The position peaked at $61K in Q1 2021. 814 funds tracked by Wall St. Rank hold DGX as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Quest Diagnostics position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 478 Quest Diagnostics shares in Q2 2021, an estimated $61K.
  • Wealthcare Advisory Partners first reported a position in Quest Diagnostics in Q2 2019 and held it in 5 quarters.
  • Wealthcare Advisory Partners's Quest Diagnostics position peaked at $61K in Q1 2021.
  • 814 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.