RIA Advisory Group’s Dollar General DG Stock Holding History

RIA Advisory 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
2023 Q4	–	Sell	-3,926	Closed	-$415K	–	129
2023 Q3	$415K	Buy	+3,926	New	+$585K	0.19%	70

Other funds holding DG

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

RIA Advisory Group's DG Position: Q4 2023 in Review

RIA Advisory Group sold out of Dollar General (DG) in Q4 2023, closing a stake of 3,926 shares — an estimated $415K sold.

RIA Advisory Group first reported a position in DG in Q3 2023 and held it in 1 quarter. The position peaked at $415K in Q3 2023. 1,112 funds tracked by Wall St. Rank hold DG as of Q4 2023.

RIA Advisory Group reported no remaining Dollar General position as of Q4 2023 after selling out during the quarter.
RIA Advisory Group sold 3,926 Dollar General shares in Q4 2023, an estimated $415K.
RIA Advisory Group first reported a position in Dollar General in Q3 2023 and held it in 1 quarter.
RIA Advisory Group's Dollar General position peaked at $415K in Q3 2023.
1,112 funds tracked by Wall St. Rank held Dollar General as of Q4 2023.

Based on RIA Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.