TritonPoint Wealth’s Dollar General DG Stock Holding History

TritonPoint Wealth’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 Q4	–	Sell	-2,353	Closed	-$205K	–	336
2024 Q3	$205K	Sell	2,353 -1,790	-43%	-$196K	0.02%	322
2024 Q2	$548K	Sell	4,143 -2,199	-35%	-$307K	0.05%	195
2024 Q1	$941K	Sell	6,342 -1,460	-19%	-$208K	0.1%	150
2023 Q4	$1.06M	Buy	+7,802	New	+$946K	0.1%	145

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 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

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

TritonPoint Wealth's DG Position: Q4 2024 in Review

TritonPoint Wealth sold out of Dollar General (DG) in Q4 2024, closing a stake of 2,353 shares — an estimated $205K sold.

TritonPoint Wealth first reported a position in DG in Q4 2023 and held it in 4 quarters. The position peaked at $1.06M in Q4 2023. 903 funds tracked by Wall St. Rank hold DG as of Q4 2024.

TritonPoint Wealth reported no remaining Dollar General position as of Q4 2024 after selling out during the quarter.
TritonPoint Wealth sold 2,353 Dollar General shares in Q4 2024, an estimated $205K.
TritonPoint Wealth first reported a position in Dollar General in Q4 2023 and held it in 4 quarters.
TritonPoint Wealth's Dollar General position peaked at $1.06M in Q4 2023.
903 funds tracked by Wall St. Rank held Dollar General as of Q4 2024.

Based on TritonPoint Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.