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Global Wealth Management Investment Advisory’s Dollar General DG Stock Holding History

Global Wealth Management Investment Advisory’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
-100
Closed -$13.6K – 215
2023
Q4 		$13.6K Hold
100
– – ﹤0.01% 274
2023
Q3 		$10.6K Hold
100
– – ﹤0.01% 292
2023
Q2 		$17K Buy
+100
New +$19.8K ﹤0.01% 262
2019
Q4 		– Sell
-15
Closed -$2K – 632
2019
Q3 		$2K Hold
15
– – ﹤0.01% 500
2019
Q2 		$2K Hold
15
– – ﹤0.01% 548
2019
Q1 		$2K Hold
15
– – ﹤0.01% 534
2018
Q4 		$2K Buy
+15
New +$1.62K ﹤0.01% 571

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

Global Wealth Management Investment Advisory's DG Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Dollar General (DG) in Q1 2024, closing a stake of 100 shares — an estimated $13.6K sold.

Global Wealth Management Investment Advisory first reported a position in DG in Q4 2018 and held it in 7 quarters. The position peaked at $17K in Q2 2023. 1,105 funds tracked by Wall St. Rank hold DG as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Dollar General position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Dollar General shares in Q1 2024, an estimated $13.6K.
  • Global Wealth Management Investment Advisory first reported a position in Dollar General in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Dollar General position peaked at $17K in Q2 2023.
  • 1,105 funds tracked by Wall St. Rank held Dollar General as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.