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Financial Synergies Wealth Advisors’s Dollar General DG Stock Holding History

Financial Synergies 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
2024
Q1 		– Sell
-6
Closed -$1.48K – 518
2023
Q4 		$1.48K Buy
+6
New +$728 ﹤0.01% 278
2023
Q2 		– Sell
-6
Closed -$1.26K – 502
2023
Q1 		$1.26K Hold
6
– – ﹤0.01% 354
2022
Q4 		$1.48K Hold
6
– – ﹤0.01% 278
2022
Q3 		$1.44K Hold
6
– – ﹤0.01% 254
2022
Q2 		$1.47K Buy
+6
New +$1.4K ﹤0.01% 274

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Financial Synergies Wealth Advisors's DG Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Dollar General (DG) in Q1 2024, closing a stake of 6 shares — an estimated $1.48K sold.

Financial Synergies Wealth Advisors first reported a position in DG in Q2 2022 and held it in 5 quarters. The position peaked at $1.48K in Q4 2023. 1,104 funds tracked by Wall St. Rank hold DG as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Dollar General position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 6 Dollar General shares in Q1 2024, an estimated $1.48K.
  • Financial Synergies Wealth Advisors first reported a position in Dollar General in Q2 2022 and held it in 5 quarters.
  • Financial Synergies Wealth Advisors's Dollar General position peaked at $1.48K in Q4 2023.
  • 1,104 funds tracked by Wall St. Rank held Dollar General as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.