GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Dollar General DG Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-270
Closed -$57K – 484
2021
Q3 		$57K Buy
+270
New +$60.9K 0.01% 307

Other funds holding DG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DG Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Dollar General (DG) in Q4 2021, closing a stake of 270 shares — an estimated $57K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DG in Q3 2021 and held it in 1 quarter. The position peaked at $57K in Q3 2021. 1,232 funds tracked by Wall St. Rank hold DG as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Dollar General position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 270 Dollar General shares in Q4 2021, an estimated $57K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Dollar General in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Dollar General position peaked at $57K in Q3 2021.
  • 1,232 funds tracked by Wall St. Rank held Dollar General as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.