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Clearview Wealth Advisors’s Dollar General DG Stock Holding History

Clearview 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
Q3 		– Sell
-410
Closed -$69.6K – 232
2023
Q2 		$69.6K Sell
410
-28
-6% -$5.54K 0.07% 176
2023
Q1 		$92.2K Buy
438
+28
+7% +$6.29K 0.09% 152
2022
Q4 		$101K Hold
410
– – 0.08% 119
2022
Q3 		$98K Sell
410
-15
-4% -$3.7K 0.08% 115
2022
Q2 		$104K Hold
425
– – 0.08% 121
2022
Q1 		$95K Sell
425
-293
-41% -$62.2K 0.06% 140
2021
Q4 		$169K Hold
718
– – 0.1% 115
2021
Q3 		$152K Sell
718
-672
-48% -$152K 0.1% 130
2021
Q2 		$301K Sell
1,390
-15
-1% -$3.15K 0.19% 94
2021
Q1 		$285K Sell
1,405
-314
-18% -$62.4K 0.18% 97
2020
Q4 		$362K Buy
+1,719
New +$367K 0.24% 77

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Clearview Wealth Advisors's DG Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Dollar General (DG) in Q3 2023, closing a stake of 410 shares — an estimated $69.6K sold.

Clearview Wealth Advisors first reported a position in DG in Q4 2020 and held it in 11 quarters. The position peaked at $362K in Q4 2020. 1,035 funds tracked by Wall St. Rank hold DG as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Dollar General position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 410 Dollar General shares in Q3 2023, an estimated $69.6K.
  • Clearview Wealth Advisors first reported a position in Dollar General in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Dollar General position peaked at $362K in Q4 2020.
  • 1,035 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.