BWS
DG icon

Buck Wealth Strategies’s Dollar General DG Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-14
Closed -$1.52K – 127
2023
Q3 		$1.52K Hold
14
– – ﹤0.01% 322
2023
Q2 		$2.44K Hold
14
– – ﹤0.01% 230
2023
Q1 		$3.01K Buy
+14
New +$3.14K ﹤0.01% 157

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Buck Wealth Strategies's DG Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Dollar General (DG) in Q4 2023, closing a stake of 14 shares — an estimated $1.52K sold.

Buck Wealth Strategies first reported a position in DG in Q1 2023 and held it in 3 quarters. The position peaked at $3.01K in Q1 2023. 1,112 funds tracked by Wall St. Rank hold DG as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Dollar General position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 14 Dollar General shares in Q4 2023, an estimated $1.52K.
  • Buck Wealth Strategies first reported a position in Dollar General in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Dollar General position peaked at $3.01K in Q1 2023.
  • 1,112 funds tracked by Wall St. Rank held Dollar General as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.