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Resurgent Financial Advisors’s Dollar General DG Stock Holding History

Resurgent Financial 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
Q3 		– Sell
-148
Closed -$25.1K – 493
2023
Q2 		$25.1K Buy
+148
New +$29.3K 0.02% 453
2023
Q1 		– Sell
-1,743
Closed -$429K – 521
2022
Q4 		$429K Sell
1,743
-60
-3% -$14.8K 0.23% 102
2022
Q3 		$433K Buy
+1,803
New +$445K 0.29% 99

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Resurgent Financial Advisors's DG Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of Dollar General (DG) in Q3 2023, closing a stake of 148 shares — an estimated $25.1K sold.

Resurgent Financial Advisors first reported a position in DG in Q3 2022 and held it in 3 quarters. The position peaked at $433K in Q3 2022. 1,035 funds tracked by Wall St. Rank hold DG as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining Dollar General position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 148 Dollar General shares in Q3 2023, an estimated $25.1K.
  • Resurgent Financial Advisors first reported a position in Dollar General in Q3 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's Dollar General position peaked at $433K in Q3 2022.
  • 1,035 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.