AWM
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Alterna Wealth Management’s Dollar General DG Stock Holding History

Alterna 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
2020
Q4 		– Sell
-990
Closed -$208K – 91
2020
Q3 		$208K Buy
+990
New +$195K 0.3% 64
2019
Q1 		– Sell
-3,304
Closed -$238K – 168
2018
Q4 		$238K Buy
+3,304
New +$358K 0.04% 297

Other funds holding DG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Alterna Wealth Management's DG Position: Q4 2020 in Review

Alterna Wealth Management sold out of Dollar General (DG) in Q4 2020, closing a stake of 990 shares — an estimated $208K sold.

Alterna Wealth Management first reported a position in DG in Q4 2018 and held it in 2 quarters. The position peaked at $238K in Q4 2018. 1,194 funds tracked by Wall St. Rank hold DG as of Q4 2020.

  • Alterna Wealth Management reported no remaining Dollar General position as of Q4 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 990 Dollar General shares in Q4 2020, an estimated $208K.
  • Alterna Wealth Management first reported a position in Dollar General in Q4 2018 and held it in 2 quarters.
  • Alterna Wealth Management's Dollar General position peaked at $238K in Q4 2018.
  • 1,194 funds tracked by Wall St. Rank held Dollar General as of Q4 2020.

Based on Alterna Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.