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Tyler-Stone Wealth Management’s Dollar General DG Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-20
Closed -$2.65K – 452
2024
Q2 		$2.65K Hold
20
– – ﹤0.01% 827
2024
Q1 		$3.12K Hold
20
– – ﹤0.01% 803
2023
Q4 		$2.72K Sell
20
-5
-20% -$607 ﹤0.01% 786
2023
Q3 		$3K Hold
25
– – ﹤0.01% 768
2023
Q2 		$4K Buy
+25
New +$4.94K ﹤0.01% 726
2022
Q1 		– Sell
-16
Closed -$4K – 856
2021
Q4 		$4K Buy
+16
New +$3.53K ﹤0.01% 718

Other funds holding DG

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Tyler-Stone Wealth Management's DG Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Dollar General (DG) in Q3 2024, closing a stake of 20 shares — an estimated $2.65K sold.

Tyler-Stone Wealth Management first reported a position in DG in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q2 2023. 915 funds tracked by Wall St. Rank hold DG as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Dollar General position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 20 Dollar General shares in Q3 2024, an estimated $2.65K.
  • Tyler-Stone Wealth Management first reported a position in Dollar General in Q4 2021 and held it in 6 quarters.
  • Tyler-Stone Wealth Management's Dollar General position peaked at $4K in Q2 2023.
  • 915 funds tracked by Wall St. Rank held Dollar General as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.