9258 Wealth Management’s Dollar General DG Stock Holding History

9258 Wealth Management’s Portfolio DG Stock Details DG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-852	Closed	-$209K	–	327
2022 Q2	$209K	Buy	+852	New	+$199K	0.05%	311

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

9258 Wealth Management's DG Position: Q3 2022 in Review

9258 Wealth Management sold out of Dollar General (DG) in Q3 2022, closing a stake of 852 shares — an estimated $209K sold.

9258 Wealth Management first reported a position in DG in Q2 2022 and held it in 1 quarter. The position peaked at $209K in Q2 2022. 1,262 funds tracked by Wall St. Rank hold DG as of Q3 2022.

9258 Wealth Management reported no remaining Dollar General position as of Q3 2022 after selling out during the quarter.
9258 Wealth Management sold 852 Dollar General shares in Q3 2022, an estimated $209K.
9258 Wealth Management first reported a position in Dollar General in Q2 2022 and held it in 1 quarter.
9258 Wealth Management's Dollar General position peaked at $209K in Q2 2022.
1,262 funds tracked by Wall St. Rank held Dollar General as of Q3 2022.

Based on 9258 Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.