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River Wealth Advisors’s Dollar General DG Stock Holding History

River 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
Q3 		– Sell
-1,372
Closed -$233K – 203
2023
Q2 		$233K Sell
1,372
-69
-5% -$13.6K 0.04% 194
2023
Q1 		$303K Buy
1,441
+215
+18% +$48.3K 0.06% 174
2022
Q4 		$302K Buy
+1,226
New +$303K 0.06% 180
2022
Q2 		– Sell
-1,248
Closed -$278K – 217
2022
Q1 		$278K Sell
1,248
-21
-2% -$4.46K 0.04% 199
2021
Q4 		$299K Buy
1,269
+140
+12% +$30.9K 0.05% 191
2021
Q3 		$240K Sell
1,129
-70
-6% -$15.8K 0.04% 198
2021
Q2 		$259K Sell
1,199
-373
-24% -$78.4K 0.05% 193
2021
Q1 		$319K Buy
1,572
+160
+11% +$31.8K 0.06% 176
2020
Q4 		$297K Buy
1,412
+188
+15% +$40.2K 0.06% 175
2020
Q3 		$257K Buy
1,224
+141
+13% +$27.7K 0.07% 173
2020
Q2 		$206K Sell
1,083
-282
-21% -$51K 0.06% 176
2020
Q1 		$206K Buy
+1,365
New +$211K 0.08% 151
2019
Q1 		– Sell
-125
Closed -$14K – 225
2018
Q4 		$14K Hold
125
– – 0.01% 376
2018
Q3 		$14K Buy
+125
New +$13K 0.01% 415

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

River Wealth Advisors's DG Position: Q3 2023 in Review

River Wealth Advisors sold out of Dollar General (DG) in Q3 2023, closing a stake of 1,372 shares — an estimated $233K sold.

River Wealth Advisors first reported a position in DG in Q3 2018 and held it in 14 quarters. The position peaked at $319K in Q1 2021. 1,035 funds tracked by Wall St. Rank hold DG as of Q3 2023.

  • River Wealth Advisors reported no remaining Dollar General position as of Q3 2023 after selling out during the quarter.
  • River Wealth Advisors sold 1,372 Dollar General shares in Q3 2023, an estimated $233K.
  • River Wealth Advisors first reported a position in Dollar General in Q3 2018 and held it in 14 quarters.
  • River Wealth Advisors's Dollar General position peaked at $319K in Q1 2021.
  • 1,035 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on River Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.