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WealthSource Partners’s Quest Diagnostics DGX Stock Holding History

WealthSource 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
2020
Q4 		– Sell
-1,852
Closed -$212K – 389
2020
Q3 		$212K Sell
1,852
-306
-14% -$36.2K 0.03% 323
2020
Q2 		$246K Buy
+2,158
New +$229K 0.04% 277

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DSA
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Geode Capital Management
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WealthSource Partners's DGX Position: Q4 2020 in Review

WealthSource Partners sold out of Quest Diagnostics (DGX) in Q4 2020, closing a stake of 1,852 shares — an estimated $212K sold.

WealthSource Partners first reported a position in DGX in Q2 2020 and held it in 2 quarters. The position peaked at $246K in Q2 2020. 811 funds tracked by Wall St. Rank hold DGX as of Q4 2020.

  • WealthSource Partners reported no remaining Quest Diagnostics position as of Q4 2020 after selling out during the quarter.
  • WealthSource Partners sold 1,852 Quest Diagnostics shares in Q4 2020, an estimated $212K.
  • WealthSource Partners first reported a position in Quest Diagnostics in Q2 2020 and held it in 2 quarters.
  • WealthSource Partners's Quest Diagnostics position peaked at $246K in Q2 2020.
  • 811 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2020.

Based on WealthSource Partners's 13F filing for Q4 2020, filed 12 Feb 2021.