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WT Wealth Management’s Quest Diagnostics DGX Stock Holding History

WT Wealth Management’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
2021
Q1 		– Sell
-3,135
Closed -$373K – 123
2020
Q4 		$373K Buy
+3,135
New +$382K 0.2% 97

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FMI
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Bank of America
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Massachusetts Financial Services
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Victory Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSA
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

WT Wealth Management's DGX Position: Q1 2021 in Review

WT Wealth Management sold out of Quest Diagnostics (DGX) in Q1 2021, closing a stake of 3,135 shares — an estimated $373K sold.

WT Wealth Management first reported a position in DGX in Q4 2020 and held it in 1 quarter. The position peaked at $373K in Q4 2020. 817 funds tracked by Wall St. Rank hold DGX as of Q1 2021.

  • WT Wealth Management reported no remaining Quest Diagnostics position as of Q1 2021 after selling out during the quarter.
  • WT Wealth Management sold 3,135 Quest Diagnostics shares in Q1 2021, an estimated $373K.
  • WT Wealth Management first reported a position in Quest Diagnostics in Q4 2020 and held it in 1 quarter.
  • WT Wealth Management's Quest Diagnostics position peaked at $373K in Q4 2020.
  • 817 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2021.

Based on WT Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.