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Insight Wealth Strategies’s Dollar General DG Stock Holding History

Insight Wealth Strategies’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
Q3 		– Sell
-11,226
Closed -$1.48M – 162
2024
Q2 		$1.48M Buy
11,226
+562
+5% +$78.5K 0.21% 108
2024
Q1 		$1.66M Buy
10,664
+2,105
+25% +$299K 0.24% 106
2023
Q4 		$1.16M Buy
8,559
+2,982
+53% +$362K 0.19% 110
2023
Q3 		$590K Buy
5,577
+522
+10% +$77.8K 0.11% 111
2023
Q2 		$858K Buy
5,055
+35
+0.7% +$6.92K 0.16% 98
2023
Q1 		$1.06M Buy
+5,020
New +$1.13M 0.21% 90

Other funds holding DG

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Insight Wealth Strategies's DG Position: Q3 2024 in Review

Insight Wealth Strategies sold out of Dollar General (DG) in Q3 2024, closing a stake of 11,226 shares — an estimated $1.48M sold.

Insight Wealth Strategies first reported a position in DG in Q1 2023 and held it in 6 quarters. The position peaked at $1.66M in Q1 2024. 916 funds tracked by Wall St. Rank hold DG as of Q3 2024.

  • Insight Wealth Strategies reported no remaining Dollar General position as of Q3 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 11,226 Dollar General shares in Q3 2024, an estimated $1.48M.
  • Insight Wealth Strategies first reported a position in Dollar General in Q1 2023 and held it in 6 quarters.
  • Insight Wealth Strategies's Dollar General position peaked at $1.66M in Q1 2024.
  • 916 funds tracked by Wall St. Rank held Dollar General as of Q3 2024.

Based on Insight Wealth Strategies's 13F filing for Q3 2024, filed 7 Oct 2024.