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RWA Wealth Partners’s Dollar General DG Stock Holding History

RWA 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
-82,887
Closed -$12.9M – 551
2024
Q1 		$12.9M Buy
+82,887
New +$11.8M 0.17% 84
2018
Q3 		– Sell
-184
Closed -$18K – 347
2018
Q2 		$18K Buy
+184
New +$17.7K ﹤0.01% 547

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

RWA Wealth Partners's DG Position: Q2 2024 in Review

RWA Wealth Partners sold out of Dollar General (DG) in Q2 2024, closing a stake of 82,887 shares — an estimated $12.9M sold.

RWA Wealth Partners first reported a position in DG in Q2 2018 and held it in 2 quarters. The position peaked at $12.9M in Q1 2024. 1,041 funds tracked by Wall St. Rank hold DG as of Q2 2024.

  • RWA Wealth Partners reported no remaining Dollar General position as of Q2 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 82,887 Dollar General shares in Q2 2024, an estimated $12.9M.
  • RWA Wealth Partners first reported a position in Dollar General in Q2 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Dollar General position peaked at $12.9M in Q1 2024.
  • 1,041 funds tracked by Wall St. Rank held Dollar General as of Q2 2024.

Based on RWA Wealth Partners's 13F filing for Q2 2024, filed 12 Aug 2024.