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Atria Wealth Solutions’s Dollar General DG Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$321K Buy
2,807
+194
+7% +$19.3K 0.01% 1120
2025
Q1 		$230K Buy
+2,613
New +$198K ﹤0.01% 1640
2024
Q4 		– Sell
-2,566
Closed -$217K – 1998
2024
Q3 		$217K Sell
2,566
-4,300
-63% -$471K ﹤0.01% 1735
2024
Q2 		$908K Sell
6,866
-3,720
-35% -$519K 0.01% 939
2024
Q1 		$1.65M Buy
10,586
+268
+3% +$38.1K 0.02% 696
2023
Q4 		$1.4M Sell
10,318
-844
-8% -$102K 0.02% 738
2023
Q3 		$1.18M Buy
11,162
+2,746
+33% +$409K 0.02% 739
2023
Q2 		$1.43M Sell
8,416
-2,117
-20% -$419K 0.02% 700
2023
Q1 		$2.22M Sell
10,533
-912
-8% -$205K 0.03% 509
2022
Q4 		$2.82M Buy
11,445
+287
+3% +$71K 0.05% 400
2022
Q3 		$2.68M Buy
11,158
+8,875
+389% +$2.19M 0.05% 384
2022
Q2 		$561K Sell
2,283
-1,077
-32% -$251K 0.01% 912
2022
Q1 		$748K Buy
+3,360
New +$714K 0.01% 850

Other funds holding DG

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return