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Wetzel Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Wetzel Investment Advisors’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
-28
Closed -$3.73K – 304
2024
Q2 		$3.73K Hold
28
– – ﹤0.01% 633
2024
Q1 		$3.52K Hold
28
– – ﹤0.01% 740
2023
Q4 		$4K Buy
+28
New +$3.68K ﹤0.01% 722

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Wetzel Investment Advisors's DGX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Quest Diagnostics (DGX) in Q3 2024, closing a stake of 28 shares — an estimated $3.73K sold.

Wetzel Investment Advisors first reported a position in DGX in Q4 2023 and held it in 3 quarters. The position peaked at $4K in Q4 2023. 846 funds tracked by Wall St. Rank hold DGX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Quest Diagnostics position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 28 Quest Diagnostics shares in Q3 2024, an estimated $3.73K.
  • Wetzel Investment Advisors first reported a position in Quest Diagnostics in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Quest Diagnostics position peaked at $4K in Q4 2023.
  • 846 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.