Regent Peak Wealth Advisors’s Dollar General DG Stock Holding History

Regent Peak Wealth Advisors’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	-818	Closed	-$201K	–	166
2022 Q4	$201K	Buy	+818	New	+$202K	0.07%	156
2021 Q1	–	Sell	-734	Closed	-$154K	–	349
2020 Q4	$154K	Buy	+734	New	+$157K	0.05%	167

Other funds holding DG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regent Peak Wealth Advisors's DG Position: Q1 2023 in Review

Regent Peak Wealth Advisors sold out of Dollar General (DG) in Q1 2023, closing a stake of 818 shares — an estimated $201K sold.

Regent Peak Wealth Advisors first reported a position in DG in Q4 2020 and held it in 2 quarters. The position peaked at $201K in Q4 2022. 1,237 funds tracked by Wall St. Rank hold DG as of Q1 2023.

Regent Peak Wealth Advisors reported no remaining Dollar General position as of Q1 2023 after selling out during the quarter.
Regent Peak Wealth Advisors sold 818 Dollar General shares in Q1 2023, an estimated $201K.
Regent Peak Wealth Advisors first reported a position in Dollar General in Q4 2020 and held it in 2 quarters.
Regent Peak Wealth Advisors's Dollar General position peaked at $201K in Q4 2022.
1,237 funds tracked by Wall St. Rank held Dollar General as of Q1 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.