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Wealthcare Capital Management’s Dollar General DG Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-24
Closed -$5K – 220
2021
Q1 		$5K Buy
+24
New +$4.77K ﹤0.01% 378
2020
Q1 		– Sell
-24
Closed -$4K – 351
2019
Q4 		$4K Buy
+24
New +$3.81K ﹤0.01% 285
2015
Q3 		– Sell
-29
Closed -$2K – 280
2015
Q2 		$2K Hold
29
– – ﹤0.01% 320
2015
Q1 		$2K Buy
+29
New +$2.05K ﹤0.01% 802

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wealthcare Capital Management's DG Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Dollar General (DG) in Q2 2021, closing a stake of 24 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in DG in Q1 2015 and held it in 4 quarters. The position peaked at $5K in Q1 2021. 1,142 funds tracked by Wall St. Rank hold DG as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Dollar General position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 24 Dollar General shares in Q2 2021, an estimated $5K.
  • Wealthcare Capital Management first reported a position in Dollar General in Q1 2015 and held it in 4 quarters.
  • Wealthcare Capital Management's Dollar General position peaked at $5K in Q1 2021.
  • 1,142 funds tracked by Wall St. Rank held Dollar General as of Q2 2021.

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