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Premier Path Wealth Partners’s Dollar General DG Stock Holding History

Premier Path 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
2024
Q2 		– Sell
-1,329
Closed -$207K – 373
2024
Q1 		$207K Buy
+1,329
New +$189K 0.04% 328

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

Premier Path Wealth Partners's DG Position: Q2 2024 in Review

Premier Path Wealth Partners sold out of Dollar General (DG) in Q2 2024, closing a stake of 1,329 shares — an estimated $207K sold.

Premier Path Wealth Partners first reported a position in DG in Q1 2024 and held it in 1 quarter. The position peaked at $207K in Q1 2024. 1,041 funds tracked by Wall St. Rank hold DG as of Q2 2024.

  • Premier Path Wealth Partners reported no remaining Dollar General position as of Q2 2024 after selling out during the quarter.
  • Premier Path Wealth Partners sold 1,329 Dollar General shares in Q2 2024, an estimated $207K.
  • Premier Path Wealth Partners first reported a position in Dollar General in Q1 2024 and held it in 1 quarter.
  • Premier Path Wealth Partners's Dollar General position peaked at $207K in Q1 2024.
  • 1,041 funds tracked by Wall St. Rank held Dollar General as of Q2 2024.

Based on Premier Path Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.