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WR Wealth Planners’s Quest Diagnostics DGX Stock Holding History

WR Wealth Planners’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
Q4 		$1.06K Hold
7
– – ﹤0.01% 927
2024
Q3 		$1.09K Hold
7
– – ﹤0.01% 967
2024
Q2 		$958 Hold
7
– – ﹤0.01% 959
2024
Q1 		$932 Buy
+7
New +$908 ﹤0.01% 975
2023
Q4 		– Sell
-7
Closed -$853 – 345
2023
Q3 		$853 Hold
7
– – ﹤0.01% 838
2023
Q2 		$984 Sell
7
-944
-99% -$130K ﹤0.01% 828
2023
Q1 		$135K Buy
+951
New +$136K 0.06% 204

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WR Wealth Planners's DGX Position: Q4 2024 in Review

WR Wealth Planners held its Quest Diagnostics (DGX) position steady in Q4 2024 at 7 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

WR Wealth Planners first reported a position in DGX in Q1 2023 and has held it in 7 quarters since. The position peaked at $135K in Q1 2023. 896 funds tracked by Wall St. Rank hold DGX as of Q4 2024.

  • WR Wealth Planners held 7 shares of Quest Diagnostics worth $1.06K as of Q4 2024.
  • WR Wealth Planners left its Quest Diagnostics share count unchanged in Q4 2024.
  • Quest Diagnostics made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #927 holding.
  • WR Wealth Planners first reported a position in Quest Diagnostics in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Quest Diagnostics position peaked at $135K in Q1 2023.
  • 896 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.