FSC Wealth Advisors’s Dollar General DG Stock Holding History

FSC 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
2022 Q4	–	Sell	-20	Closed	-$5K	–	176
2022 Q3	$5K	Hold	20	–	–	0.05%	128
2022 Q2	$5K	Buy	+20	New	+$4.67K	0.04%	132

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FSC Wealth Advisors's DG Position: Q4 2022 in Review

FSC Wealth Advisors sold out of Dollar General (DG) in Q4 2022, closing a stake of 20 shares — an estimated $5K sold.

FSC Wealth Advisors first reported a position in DG in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 1,274 funds tracked by Wall St. Rank hold DG as of Q4 2022.

FSC Wealth Advisors reported no remaining Dollar General position as of Q4 2022 after selling out during the quarter.
FSC Wealth Advisors sold 20 Dollar General shares in Q4 2022, an estimated $5K.
FSC Wealth Advisors first reported a position in Dollar General in Q2 2022 and held it in 2 quarters.
FSC Wealth Advisors's Dollar General position peaked at $5K in Q3 2022.
1,274 funds tracked by Wall St. Rank held Dollar General as of Q4 2022.

Based on FSC Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.