IWN
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Independent Wealth Network’s Dollar General DG Stock Holding History

Independent Wealth Network’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
Q1 		– Sell
-874
Closed -$215K – 202
2022
Q4 		$215K Buy
874
+27
+3% +$6.68K 0.15% 166
2022
Q3 		$203K Buy
847
+20
+2% +$4.93K 0.16% 156
2022
Q2 		$203K Buy
+827
New +$193K 0.15% 169

Other funds holding DG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independent Wealth Network's DG Position: Q1 2023 in Review

Independent Wealth Network sold out of Dollar General (DG) in Q1 2023, closing a stake of 874 shares — an estimated $215K sold.

Independent Wealth Network first reported a position in DG in Q2 2022 and held it in 3 quarters. The position peaked at $215K in Q4 2022. 1,237 funds tracked by Wall St. Rank hold DG as of Q1 2023.

  • Independent Wealth Network reported no remaining Dollar General position as of Q1 2023 after selling out during the quarter.
  • Independent Wealth Network sold 874 Dollar General shares in Q1 2023, an estimated $215K.
  • Independent Wealth Network first reported a position in Dollar General in Q2 2022 and held it in 3 quarters.
  • Independent Wealth Network's Dollar General position peaked at $215K in Q4 2022.
  • 1,237 funds tracked by Wall St. Rank held Dollar General as of Q1 2023.

Based on Independent Wealth Network's 13F filing for Q1 2023, filed 18 Apr 2023.