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Future Financial Wealth Management’s Dollar General DG Stock Holding History

Future Financial Wealth Management’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
Q4 		– Sell
-95
Closed -$8.02K – 452
2024
Q3 		$8.02K Buy
+95
New +$10.4K 0.01% 399
2024
Q2 		– Sell
-94
Closed -$14.7K – 192
2024
Q1 		$14.7K Buy
+94
New +$13.4K 0.01% 373
2022
Q2 		– Sell
-150
Closed -$33K – 202
2022
Q1 		$33K Hold
150
– – 0.03% 316
2021
Q4 		$35K Buy
+150
New +$33.1K 0.03% 313

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Future Financial Wealth Management's DG Position: Q4 2024 in Review

Future Financial Wealth Management sold out of Dollar General (DG) in Q4 2024, closing a stake of 95 shares — an estimated $8.02K sold.

Future Financial Wealth Management first reported a position in DG in Q4 2021 and held it in 4 quarters. The position peaked at $35K in Q4 2021. 903 funds tracked by Wall St. Rank hold DG as of Q4 2024.

  • Future Financial Wealth Management reported no remaining Dollar General position as of Q4 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 95 Dollar General shares in Q4 2024, an estimated $8.02K.
  • Future Financial Wealth Management first reported a position in Dollar General in Q4 2021 and held it in 4 quarters.
  • Future Financial Wealth Management's Dollar General position peaked at $35K in Q4 2021.
  • 903 funds tracked by Wall St. Rank held Dollar General as of Q4 2024.

Based on Future Financial Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.