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Axim Planning & Wealth’s Dollar General DG Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-32
Closed -$8K – 57
2022
Q3 		$8K Sell
32
-18
-36% -$4.44K 0.01% 118
2022
Q2 		$12K Buy
+50
New +$11.7K 0.01% 83

Other funds holding DG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axim Planning & Wealth's DG Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Dollar General (DG) in Q4 2022, closing a stake of 32 shares — an estimated $8K sold.

Axim Planning & Wealth first reported a position in DG in Q2 2022 and held it in 2 quarters. The position peaked at $12K in Q2 2022. 1,274 funds tracked by Wall St. Rank hold DG as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Dollar General position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 32 Dollar General shares in Q4 2022, an estimated $8K.
  • Axim Planning & Wealth first reported a position in Dollar General in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Dollar General position peaked at $12K in Q2 2022.
  • 1,274 funds tracked by Wall St. Rank held Dollar General as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.