B. Riley Wealth Management’s Dollar General DG Stock Holding History

B. Riley 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
2022 Q2	$1.35K	Buy	5,503 +2,231	+68%	+$521K	﹤0.01%	260
2022 Q1	$728K	Buy	3,272 +602	+23%	+$128K	0.06%	259
2021 Q4	$630K	Buy	2,670 +1,041	+64%	+$230K	0.04%	299
2021 Q3	$345K	Buy	+1,629	New	+$368K	0.03%	419
2020 Q3	–	Sell	-1,119	Closed	-$213K	–	434
2020 Q2	$213K	Sell	1,119 -1,171	-51%	-$212K	0.02%	360
2020 Q1	$346K	Buy	+2,290	New	+$354K	0.04%	330
2015 Q3	–	Sell	-300	Closed	-$23K	–	274
2015 Q2	$23K	Hold	300	–	–	0.02%	572
2015 Q1	$22K	Buy	+300	New	+$21.2K	0.02%	583

Other funds holding DG

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

B. Riley Wealth Management's DG Position: Q2 2022 in Review

B. Riley Wealth Management increased its Dollar General (DG) stake by 68% in Q2 2022, buying an estimated $521K and bringing the position to 5,503 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

B. Riley Wealth Management first reported a position in DG in Q1 2015 and has held it in 8 quarters since. The position peaked at $728K in Q1 2022. 1,228 funds tracked by Wall St. Rank hold DG as of Q2 2022.

B. Riley Wealth Management held 5,503 shares of Dollar General worth $1.35K as of Q2 2022.
B. Riley Wealth Management bought 2,231 Dollar General shares in Q2 2022, an estimated $521K.
Dollar General made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #260 holding.
B. Riley Wealth Management first reported a position in Dollar General in Q1 2015 and has held it in 8 quarters since.
B. Riley Wealth Management's Dollar General position peaked at $728K in Q1 2022.
1,228 funds tracked by Wall St. Rank held Dollar General as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.