Advocacy Wealth Management Services’s Dollar General DG Stock Holding History

Advocacy Wealth Management Services’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 Q4	–	Sell	-94	Closed	-$23K	–	59
2022 Q3	$23K	Hold	94	–	–	﹤0.01%	77
2022 Q2	$23K	Hold	94	–	–	﹤0.01%	79
2022 Q1	$21K	Buy	94 +32	+52%	+$6.8K	﹤0.01%	87
2021 Q4	$15K	Buy	+62	New	+$13.7K	﹤0.01%	110
2020 Q1	–	Sell	-123	Closed	-$19K	–	120
2019 Q4	$19K	Sell	123 -33	-21%	-$5.24K	0.01%	98
2019 Q3	$25K	Sell	156 -52	-25%	-$7.52K	0.02%	82
2019 Q2	$28K	Sell	208 -63	-23%	-$7.96K	0.02%	72
2019 Q1	$32K	Hold	271	–	–	0.03%	47
2018 Q4	$29K	Buy	271 +133	+96%	+$14.4K	0.02%	60
2018 Q3	$15K	Hold	138	–	–	0.01%	107
2018 Q2	$14K	Buy	+138	New	+$13.3K	0.01%	111
2016 Q3	–	Sell	-174	Closed	-$16K	–	373
2016 Q2	$16K	Sell	174 -14	-7%	-$1.21K	0.01%	257
2016 Q1	$16K	Buy	188 +66	+54%	+$5K	0.01%	312
2015 Q4	$9K	Buy	+122	New	+$8.28K	0.01%	363

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advocacy Wealth Management Services's DG Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Dollar General (DG) in Q4 2022, closing a stake of 94 shares — an estimated $23K sold.

Advocacy Wealth Management Services first reported a position in DG in Q4 2015 and held it in 14 quarters. The position peaked at $32K in Q1 2019. 1,273 funds tracked by Wall St. Rank hold DG as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Dollar General position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 94 Dollar General shares in Q4 2022, an estimated $23K.
Advocacy Wealth Management Services first reported a position in Dollar General in Q4 2015 and held it in 14 quarters.
Advocacy Wealth Management Services's Dollar General position peaked at $32K in Q1 2019.
1,273 funds tracked by Wall St. Rank held Dollar General as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.