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Wealthspire Advisors (Maryland)’s Quest Diagnostics DGX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,198
Closed -$108K – 842
2019
Q1 		$108K Buy
1,198
+827
+223% +$71.7K 0.01% 614
2018
Q4 		$31K Buy
371
+100
+37% +$9.38K ﹤0.01% 1037
2018
Q3 		$29K Buy
271
+3
+1% +$329 ﹤0.01% 1166
2018
Q2 		$29K Sell
268
-28
-9% -$2.92K ﹤0.01% 1169
2018
Q1 		$30K Buy
296
+14
+5% +$1.43K ﹤0.01% 1162
2017
Q4 		$28K Sell
282
-100
-26% -$9.48K ﹤0.01% 1218
2017
Q3 		$36K Buy
382
+48
+14% +$5.1K ﹤0.01% 1095
2017
Q2 		$37K Sell
334
-48
-13% -$5.08K ﹤0.01% 1048
2017
Q1 		$38K Buy
382
+62
+19% +$5.91K 0.01% 875
2016
Q4 		$29K Sell
320
-3
-0.9% -$259 ﹤0.01% 915
2016
Q3 		$27K Sell
323
-1
-0.3% -$84 ﹤0.01% 969
2016
Q2 		$26K Buy
324
+112
+53% +$8.53K ﹤0.01% 912
2016
Q1 		$15K Sell
212
-292
-58% -$19.6K ﹤0.01% 1059
2015
Q4 		$36K Buy
+504
New +$33.9K 0.01% 801

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DGX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Quest Diagnostics (DGX) in Q2 2019, closing a stake of 1,198 shares — an estimated $108K sold.

Wealthspire Advisors (Maryland) first reported a position in DGX in Q4 2015 and held it in 14 quarters. The position peaked at $108K in Q1 2019. 654 funds tracked by Wall St. Rank hold DGX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Quest Diagnostics position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,198 Quest Diagnostics shares in Q2 2019, an estimated $108K.
  • Wealthspire Advisors (Maryland) first reported a position in Quest Diagnostics in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Quest Diagnostics position peaked at $108K in Q1 2019.
  • 654 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.