BDO Wealth Advisors’s Dollar General DG Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$52.5K	Buy	309 +35	+13%	+$6.92K	0.01%	427
2023 Q1	$57.7K	Hold	274	–	–	0.01%	397
2022 Q4	$67.5K	Hold	274	–	–	0.01%	375
2022 Q3	$66K	Hold	274	–	–	0.01%	372
2022 Q2	$67K	Hold	274	–	–	0.01%	374
2022 Q1	$61K	Hold	274	–	–	0.01%	399
2021 Q4	$65K	Hold	274	–	–	0.01%	405
2021 Q3	$58K	Hold	274	–	–	0.01%	421
2021 Q2	$59K	Sell	274 -15	-5%	-$3.15K	0.01%	441
2021 Q1	$59K	Buy	289 +184	+175%	+$36.5K	0.01%	427
2020 Q4	$22K	Buy	105 +90	+600%	+$19.2K	﹤0.01%	454
2020 Q3	$3K	Sell	15 -16	-52%	-$3.15K	﹤0.01%	618
2020 Q2	$6K	Sell	31 -202	-87%	-$36.6K	﹤0.01%	542
2020 Q1	$35K	Buy	+233	New	+$36K	0.01%	371

Other funds holding DG

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 International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BDO Wealth Advisors's DG Position: Q2 2023 in Review

BDO Wealth Advisors increased its Dollar General (DG) stake by 13% in Q2 2023, buying an estimated $6.92K and bringing the position to 309 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #427.

BDO Wealth Advisors first reported a position in DG in Q1 2020 and has held it in 14 quarters since. The position peaked at $67.5K in Q4 2022. 1,163 funds tracked by Wall St. Rank hold DG as of Q2 2023.

BDO Wealth Advisors held 309 shares of Dollar General worth $52.5K as of Q2 2023.
BDO Wealth Advisors bought 35 Dollar General shares in Q2 2023, an estimated $6.92K.
Dollar General made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #427 holding.
BDO Wealth Advisors first reported a position in Dollar General in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Dollar General position peaked at $67.5K in Q4 2022.
1,163 funds tracked by Wall St. Rank held Dollar General as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.