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Ten Capital Wealth Advisors’s Dollar General DG Stock Holding History

Ten Capital 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
2022
Q4 		– Sell
-16
Closed -$4K – 609
2022
Q3 		$4K Buy
+16
New +$3.95K ﹤0.01% 428

Other funds holding DG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ten Capital Wealth Advisors's DG Position: Q4 2022 in Review

Ten Capital Wealth Advisors sold out of Dollar General (DG) in Q4 2022, closing a stake of 16 shares — an estimated $4K sold.

Ten Capital Wealth Advisors first reported a position in DG in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 1,274 funds tracked by Wall St. Rank hold DG as of Q4 2022.

  • Ten Capital Wealth Advisors reported no remaining Dollar General position as of Q4 2022 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 16 Dollar General shares in Q4 2022, an estimated $4K.
  • Ten Capital Wealth Advisors first reported a position in Dollar General in Q3 2022 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Dollar General position peaked at $4K in Q3 2022.
  • 1,274 funds tracked by Wall St. Rank held Dollar General as of Q4 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.