Forvis Mazars Wealth Advisors’s Dollar General DG Stock Holding History

Forvis Mazars 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	-986	Closed	-$208K	–	412
2023 Q1	$208K	Buy	+986	New	+$221K	0.01%	388
2022 Q3	–	Sell	-885	Closed	-$218K	–	386
2022 Q2	$218K	Buy	+885	New	+$207K	0.01%	366
2021 Q1	–	Sell	-1,557	Closed	-$327K	–	300
2020 Q4	$327K	Buy	1,557 +479	+44%	+$102K	0.02%	280
2020 Q3	$226K	Buy	+1,078	New	+$212K	0.01%	299
2016 Q3	–	Sell	-2,549	Closed	-$240K	–	187
2016 Q2	$240K	Buy	+2,549	New	+$220K	0.04%	164

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

Forvis Mazars Wealth Advisors's DG Position: Q2 2023 in Review

Forvis Mazars Wealth Advisors sold out of Dollar General (DG) in Q2 2023, closing a stake of 986 shares — an estimated $208K sold.

Forvis Mazars Wealth Advisors first reported a position in DG in Q2 2016 and held it in 5 quarters. The position peaked at $327K in Q4 2020. 1,163 funds tracked by Wall St. Rank hold DG as of Q2 2023.

Forvis Mazars Wealth Advisors reported no remaining Dollar General position as of Q2 2023 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 986 Dollar General shares in Q2 2023, an estimated $208K.
Forvis Mazars Wealth Advisors first reported a position in Dollar General in Q2 2016 and held it in 5 quarters.
Forvis Mazars Wealth Advisors's Dollar General position peaked at $327K in Q4 2020.
1,163 funds tracked by Wall St. Rank held Dollar General as of Q2 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.