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National Wealth Management Group’s Dollar General DG Stock Holding History

National Wealth Management Group’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
Q2 		– Sell
-2,664
Closed -$416K – 139
2024
Q1 		$416K Buy
+2,664
New +$379K 0.32% 80

Other funds holding DG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 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

National Wealth Management Group's DG Position: Q2 2024 in Review

National Wealth Management Group sold out of Dollar General (DG) in Q2 2024, closing a stake of 2,664 shares — an estimated $416K sold.

National Wealth Management Group first reported a position in DG in Q1 2024 and held it in 1 quarter. The position peaked at $416K in Q1 2024. 1,041 funds tracked by Wall St. Rank hold DG as of Q2 2024.

  • National Wealth Management Group reported no remaining Dollar General position as of Q2 2024 after selling out during the quarter.
  • National Wealth Management Group sold 2,664 Dollar General shares in Q2 2024, an estimated $416K.
  • National Wealth Management Group first reported a position in Dollar General in Q1 2024 and held it in 1 quarter.
  • National Wealth Management Group's Dollar General position peaked at $416K in Q1 2024.
  • 1,041 funds tracked by Wall St. Rank held Dollar General as of Q2 2024.

Based on National Wealth Management Group's 13F filing for Q2 2024, filed 9 Aug 2024.