Avantax Planning Partners’s Dollar General DG Stock Holding History

Avantax Planning Partners’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
2024 Q2	–	Sell	-1,298	Closed	-$203K	–	476
2024 Q1	$203K	Buy	+1,298	New	+$185K	0.01%	446
2023 Q1	–	Sell	-835	Closed	-$206K	–	379
2022 Q4	$206K	Buy	+835	New	+$206K	0.01%	350
2022 Q1	–	Sell	-887	Closed	-$209K	–	365
2021 Q4	$209K	Buy	+887	New	+$196K	0.01%	329
2018 Q4	–	Sell	-593	Closed	-$65K	–	495
2018 Q3	$65K	Buy	+593	New	+$61.6K	0.01%	430
2018 Q2	–	Sell	-237	Closed	-$22K	–	524
2018 Q1	$22K	Buy	+237	New	+$22.8K	﹤0.01%	744
2017 Q2	–	Sell	-11,615	Closed	-$810K	–	344
2017 Q1	$810K	Sell	11,615 -502	-4%	-$36.8K	0.07%	131
2016 Q4	$898K	Buy	+12,117	New	+$885K	0.1%	103

Other funds holding DG

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

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

LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Avantax Planning Partners's DG Position: Q2 2024 in Review

Avantax Planning Partners sold out of Dollar General (DG) in Q2 2024, closing a stake of 1,298 shares — an estimated $203K sold.

Avantax Planning Partners first reported a position in DG in Q4 2016 and held it in 7 quarters. The position peaked at $898K in Q4 2016. 1,041 funds tracked by Wall St. Rank hold DG as of Q2 2024.

Avantax Planning Partners reported no remaining Dollar General position as of Q2 2024 after selling out during the quarter.
Avantax Planning Partners sold 1,298 Dollar General shares in Q2 2024, an estimated $203K.
Avantax Planning Partners first reported a position in Dollar General in Q4 2016 and held it in 7 quarters.
Avantax Planning Partners's Dollar General position peaked at $898K in Q4 2016.
1,041 funds tracked by Wall St. Rank held Dollar General as of Q2 2024.

Based on Avantax Planning Partners's 13F filing for Q2 2024, filed 9 Aug 2024.