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Wealthcare Advisory Partners’s Dollar General DG Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-124
Closed -$25K – 847
2021
Q1 		$25K Buy
+124
New +$24.6K ﹤0.01% 1119
2020
Q2 		– Sell
-17
Closed -$3K – 545
2020
Q1 		$3K Sell
17
-33
-66% -$5.09K ﹤0.01% 1219
2019
Q4 		$8K Hold
50
– – ﹤0.01% 993
2019
Q3 		$8K Hold
50
– – ﹤0.01% 965
2019
Q2 		$7K Hold
50
– – ﹤0.01% 981
2019
Q1 		$6K Hold
50
– – ﹤0.01% 915
2018
Q4 		$5K Buy
+50
New +$5.41K ﹤0.01% 922

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wealthcare Advisory Partners's DG Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Dollar General (DG) in Q2 2021, closing a stake of 124 shares — an estimated $25K sold.

Wealthcare Advisory Partners first reported a position in DG in Q4 2018 and held it in 7 quarters. The position peaked at $25K in Q1 2021. 1,140 funds tracked by Wall St. Rank hold DG as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Dollar General position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 124 Dollar General shares in Q2 2021, an estimated $25K.
  • Wealthcare Advisory Partners first reported a position in Dollar General in Q4 2018 and held it in 7 quarters.
  • Wealthcare Advisory Partners's Dollar General position peaked at $25K in Q1 2021.
  • 1,140 funds tracked by Wall St. Rank held Dollar General as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.