Altus Wealth Group’s Dollar General DG Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-121	Closed	-$25K	–	319
2020 Q4	$25K	Buy	+121	New	+$25.8K	0.02%	323

Other funds holding DG

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Altus Wealth Group's DG Position: Q1 2021 in Review

Altus Wealth Group sold out of Dollar General (DG) in Q1 2021, closing a stake of 121 shares — an estimated $25K sold.

Altus Wealth Group first reported a position in DG in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 1,170 funds tracked by Wall St. Rank hold DG as of Q1 2021.

Altus Wealth Group reported no remaining Dollar General position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 121 Dollar General shares in Q1 2021, an estimated $25K.
Altus Wealth Group first reported a position in Dollar General in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Dollar General position peaked at $25K in Q4 2020.
1,170 funds tracked by Wall St. Rank held Dollar General as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.