AWM
DG icon

Avior Wealth Management’s Dollar General DG Stock Holding History

Avior 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
2025
Q1 		– Sell
-191
Closed -$14.5K – 1140
2024
Q4 		$14.5K Sell
191
-141
-42% -$11.1K ﹤0.01% 1502
2024
Q3 		$28.1K Sell
332
-941
-74% -$103K ﹤0.01% 1300
2024
Q2 		$167K Sell
1,273
-833
-40% -$116K 0.01% 718
2024
Q1 		$329K Buy
2,106
+1,888
+866% +$268K 0.02% 557
2023
Q4 		$29.8K Sell
218
-133
-38% -$16.1K ﹤0.01% 821
2023
Q3 		$37.2K Sell
351
-81
-19% -$12.1K ﹤0.01% 823
2023
Q2 		$73.4K Sell
432
-49
-10% -$9.69K ﹤0.01% 684
2023
Q1 		$101K Buy
481
+417
+652% +$93.6K 0.01% 638
2022
Q4 		$15.9K Hold
64
– – ﹤0.01% 787
2022
Q3 		$15K Hold
64
– – ﹤0.01% 785
2022
Q2 		$15K Hold
64
– – ﹤0.01% 709
2022
Q1 		$14K Hold
64
– – ﹤0.01% 779
2021
Q4 		$15K Sell
64
-41
-39% -$9.05K ﹤0.01% 752
2021
Q3 		$22K Buy
105
+75
+250% +$16.9K ﹤0.01% 648
2021
Q2 		$6K Hold
30
– – ﹤0.01% 803
2021
Q1 		$6K Sell
30
-106
-78% -$21.1K ﹤0.01% 815
2020
Q4 		$28K Buy
136
+44
+48% +$9.4K ﹤0.01% 565
2020
Q3 		$19K Hold
92
– – ﹤0.01% 599
2020
Q2 		$17K Buy
92
+7
+8% +$1.27K ﹤0.01% 590
2020
Q1 		$12K Buy
+85
New +$13.1K ﹤0.01% 557
2016
Q1 		– Sell
-215
Closed -$15K – 487
2015
Q4 		$15K Hold
215
– – 0.01% 281
2015
Q3 		$16K Hold
215
– – 0.01% 245
2015
Q2 		$17K Hold
215
– – 0.01% 216
2015
Q1 		$16K Hold
215
– – 0.01% 219
2014
Q4 		$15K Hold
215
– – 0.01% 204
2014
Q3 		$13K Hold
215
– – 0.01% 216
2014
Q2 		$12K Hold
215
– – 0.01% 225
2014
Q1 		$12K Buy
+215
New +$12.5K 0.01% 218

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avior Wealth Management's DG Position: Q1 2025 in Review

Avior Wealth Management sold out of Dollar General (DG) in Q1 2025, closing a stake of 191 shares — an estimated $14.5K sold.

Avior Wealth Management first reported a position in DG in Q1 2014 and held it in 28 quarters. The position peaked at $329K in Q1 2024. 915 funds tracked by Wall St. Rank hold DG as of Q1 2025.

  • Avior Wealth Management reported no remaining Dollar General position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 191 Dollar General shares in Q1 2025, an estimated $14.5K.
  • Avior Wealth Management first reported a position in Dollar General in Q1 2014 and held it in 28 quarters.
  • Avior Wealth Management's Dollar General position peaked at $329K in Q1 2024.
  • 915 funds tracked by Wall St. Rank held Dollar General as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.