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Win Advisors’s Quest Diagnostics DGX Stock Holding History

Win 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
2023
Q1 		– Sell
-564
Closed -$88.2K – 59
2022
Q4 		$88.2K Buy
564
+293
+108% +$42.1K 0.03% 21
2022
Q3 		$33K Hold
271
– – 0.01% 33
2022
Q2 		$37K Buy
271
+83
+44% +$11.3K 0.07% 52
2022
Q1 		$26K Buy
+188
New +$26.2K 0.01% 99

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Win Advisors's DGX Position: Q1 2023 in Review

Win Advisors sold out of Quest Diagnostics (DGX) in Q1 2023, closing a stake of 564 shares — an estimated $88.2K sold.

Win Advisors first reported a position in DGX in Q1 2022 and held it in 4 quarters. The position peaked at $88.2K in Q4 2022. 834 funds tracked by Wall St. Rank hold DGX as of Q1 2023.

  • Win Advisors reported no remaining Quest Diagnostics position as of Q1 2023 after selling out during the quarter.
  • Win Advisors sold 564 Quest Diagnostics shares in Q1 2023, an estimated $88.2K.
  • Win Advisors first reported a position in Quest Diagnostics in Q1 2022 and held it in 4 quarters.
  • Win Advisors's Quest Diagnostics position peaked at $88.2K in Q4 2022.
  • 834 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.