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Meridian Wealth Partners’s Dollar General DG Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-54
Closed -$11K – 398
2021
Q1 		$11K Buy
+54
New +$10.7K ﹤0.01% 419

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State Street
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Meridian Wealth Partners's DG Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Dollar General (DG) in Q2 2021, closing a stake of 54 shares — an estimated $11K sold.

Meridian Wealth Partners first reported a position in DG in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 1,140 funds tracked by Wall St. Rank hold DG as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Dollar General position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 54 Dollar General shares in Q2 2021, an estimated $11K.
  • Meridian Wealth Partners first reported a position in Dollar General in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Dollar General position peaked at $11K in Q1 2021.
  • 1,140 funds tracked by Wall St. Rank held Dollar General as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.