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Wealthfront’s Quest Diagnostics DGX Stock Holding History

Wealthfront’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
Q3 		$320K Sell
2,965
-177
-6% -$19.4K ﹤0.01% 436
2018
Q2 		$345K Sell
3,142
-225
-7% -$23.4K ﹤0.01% 418
2018
Q1 		$338K Buy
3,367
+242
+8% +$24.8K ﹤0.01% 422
2017
Q4 		$308K Sell
3,125
-57
-2% -$5.4K ﹤0.01% 425
2017
Q3 		$298K Sell
3,182
-423
-12% -$44.9K ﹤0.01% 423
2017
Q2 		$401K Buy
3,605
+281
+8% +$29.7K 0.01% 324
2017
Q1 		$326K Buy
3,324
+221
+7% +$21.1K 0.01% 319
2016
Q4 		$285K Buy
3,103
+354
+13% +$30.5K 0.01% 299
2016
Q3 		$233K Buy
2,749
+127
+5% +$10.7K 0.01% 334
2016
Q2 		$213K Buy
+2,622
New +$200K 0.01% 334
2015
Q4 		– Sell
-1,308
Closed -$80K – 461
2015
Q3 		$80K Sell
1,308
-528
-29% -$36.9K ﹤0.01% 444
2015
Q2 		$133K Sell
1,836
-186
-9% -$13.7K 0.01% 348
2015
Q1 		$155K Buy
2,022
+934
+86% +$66.9K 0.01% 297
2014
Q4 		$73K Sell
1,088
-57
-5% -$3.6K ﹤0.01% 413
2014
Q3 		$69K Buy
1,145
+561
+96% +$34.6K ﹤0.01% 353
2014
Q2 		$35K Buy
584
+197
+51% +$11.5K ﹤0.01% 426
2014
Q1 		$23K Buy
+387
New +$20.7K ﹤0.01% 406

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
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wealthfront's DGX Position: Q3 2018 in Review

Wealthfront reduced its Quest Diagnostics (DGX) stake by 5.6% in Q3 2018, selling an estimated $19.4K and leaving 2,965 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Wealthfront first reported a position in DGX in Q1 2014 and has held it in 17 quarters since. The position peaked at $401K in Q2 2017. 674 funds tracked by Wall St. Rank hold DGX as of Q3 2018.

  • Wealthfront held 2,965 shares of Quest Diagnostics worth $320K as of Q3 2018.
  • Wealthfront sold 177 Quest Diagnostics shares in Q3 2018, an estimated $19.4K.
  • Quest Diagnostics made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #436 holding.
  • Wealthfront first reported a position in Quest Diagnostics in Q1 2014 and has held it in 17 quarters since.
  • Wealthfront's Quest Diagnostics position peaked at $401K in Q2 2017.
  • 674 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.