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Wealth Advisory Solutions’s Dollar General DG Stock Holding History

Wealth Advisory Solutions’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
2020
Q1 		– Sell
-3,446
Closed -$538K – 164
2019
Q4 		$538K Buy
+3,446
New +$547K 0.14% 114

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wealth Advisory Solutions's DG Position: Q1 2020 in Review

Wealth Advisory Solutions sold out of Dollar General (DG) in Q1 2020, closing a stake of 3,446 shares — an estimated $538K sold.

Wealth Advisory Solutions first reported a position in DG in Q4 2019 and held it in 1 quarter. The position peaked at $538K in Q4 2019. 968 funds tracked by Wall St. Rank hold DG as of Q1 2020.

  • Wealth Advisory Solutions reported no remaining Dollar General position as of Q1 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 3,446 Dollar General shares in Q1 2020, an estimated $538K.
  • Wealth Advisory Solutions first reported a position in Dollar General in Q4 2019 and held it in 1 quarter.
  • Wealth Advisory Solutions's Dollar General position peaked at $538K in Q4 2019.
  • 968 funds tracked by Wall St. Rank held Dollar General as of Q1 2020.

Based on Wealth Advisory Solutions's 13F filing for Q1 2020, filed 18 Dec 2020.