CM Wealth Advisors’s Dollar General DG Stock Holding History

CM 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	–	Sell	-5,732	Closed	-$1.26M	–	238
2023 Q1	$1.26M	Buy	+5,732	New	+$1.29M	0.24%	111

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

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

CM Wealth Advisors sold out of Dollar General (DG) in Q2 2023, closing a stake of 5,732 shares — an estimated $1.26M sold.

CM Wealth Advisors first reported a position in DG in Q1 2023 and held it in 1 quarter. The position peaked at $1.26M in Q1 2023. 1,163 funds tracked by Wall St. Rank hold DG as of Q2 2023.

CM Wealth Advisors reported no remaining Dollar General position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 5,732 Dollar General shares in Q2 2023, an estimated $1.26M.
CM Wealth Advisors first reported a position in Dollar General in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Dollar General position peaked at $1.26M in Q1 2023.
1,163 funds tracked by Wall St. Rank held Dollar General as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.