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Washington Trust Advisors’s Dollar General DG Stock Holding History

Washington Trust 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
-300
Closed -$72K – 811
2022
Q3 		$72K Buy
300
+102
+52% +$25.2K 0.01% 331
2022
Q2 		$49K Sell
198
-309
-61% -$72.1K ﹤0.01% 399
2022
Q1 		$113K Sell
507
-46
-8% -$9.77K 0.01% 315
2021
Q4 		$131K Buy
+553
New +$122K 0.01% 315

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

Washington Trust Advisors's DG Position: Q4 2022 in Review

Washington Trust Advisors sold out of Dollar General (DG) in Q4 2022, closing a stake of 300 shares — an estimated $72K sold.

Washington Trust Advisors first reported a position in DG in Q4 2021 and held it in 4 quarters. The position peaked at $131K in Q4 2021. 1,274 funds tracked by Wall St. Rank hold DG as of Q4 2022.

  • Washington Trust Advisors reported no remaining Dollar General position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 300 Dollar General shares in Q4 2022, an estimated $72K.
  • Washington Trust Advisors first reported a position in Dollar General in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's Dollar General position peaked at $131K in Q4 2021.
  • 1,274 funds tracked by Wall St. Rank held Dollar General as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.