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Wipfli Financial Advisors’s Quest Diagnostics DGX Stock Holding History

Wipfli Financial 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
2022
Q3 		$133K Buy
+1,086
New +$143K 0.01% 606

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wipfli Financial Advisors's DGX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Quest Diagnostics (DGX) in Q3 2022: 1,086 shares worth $133K. The stake represents 0.01% of the portfolio and ranks #606 among its holdings.

808 funds tracked by Wall St. Rank hold DGX as of Q3 2022.

  • Wipfli Financial Advisors held 1,086 shares of Quest Diagnostics worth $133K as of Q3 2022.
  • Quest Diagnostics was a new Wipfli Financial Advisors position in Q3 2022.
  • Quest Diagnostics made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #606 holding.
  • 808 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.