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Total Clarity Wealth Management’s Dollar General DG Stock Holding History

Total Clarity Wealth Management’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
Q1 		– Sell
-3,424
Closed -$843K – 197
2022
Q4 		$843K Buy
3,424
+289
+9% +$71.5K 0.43% 60
2022
Q3 		$752K Buy
3,135
+66
+2% +$16.3K 0.47% 60
2022
Q2 		$753K Buy
3,069
+615
+25% +$144K 0.39% 61
2022
Q1 		$546K Buy
2,454
+367
+18% +$78K 0.3% 91
2021
Q4 		$492K Buy
2,087
+217
+12% +$47.9K 0.22% 103
2021
Q3 		$397K Sell
1,870
-100
-5% -$22.6K 0.19% 126
2021
Q2 		$426K Buy
1,970
+300
+18% +$63K 0.24% 116
2021
Q1 		$338K Buy
1,670
+70
+4% +$13.9K 0.19% 122
2020
Q4 		$336K Buy
1,600
+55
+4% +$11.7K 0.23% 103
2020
Q3 		$324K Hold
1,545
– – 0.28% 91
2020
Q2 		$294K Buy
1,545
+115
+8% +$20.8K 0.27% 99
2020
Q1 		$216K Sell
1,430
-115
-7% -$17.8K 0.33% 88
2019
Q4 		$241K Buy
+1,545
New +$245K 0.18% 109

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Total Clarity Wealth Management's DG Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of Dollar General (DG) in Q1 2023, closing a stake of 3,424 shares — an estimated $843K sold.

Total Clarity Wealth Management first reported a position in DG in Q4 2019 and held it in 13 quarters. The position peaked at $843K in Q4 2022. 1,237 funds tracked by Wall St. Rank hold DG as of Q1 2023.

  • Total Clarity Wealth Management reported no remaining Dollar General position as of Q1 2023 after selling out during the quarter.
  • Total Clarity Wealth Management sold 3,424 Dollar General shares in Q1 2023, an estimated $843K.
  • Total Clarity Wealth Management first reported a position in Dollar General in Q4 2019 and held it in 13 quarters.
  • Total Clarity Wealth Management's Dollar General position peaked at $843K in Q4 2022.
  • 1,237 funds tracked by Wall St. Rank held Dollar General as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.