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WealthPLAN Partners’s Dollar General DG Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-252
Closed -$42.8K – 489
2023
Q2 		$42.8K Sell
252
-171
-40% -$33.8K 0.01% 537
2023
Q1 		$89K Buy
+423
New +$95K 0.01% 453
2016
Q3 		– Sell
-50
Closed -$2.35K – 978
2016
Q2 		$2.35K Buy
+50
New +$4.31K ﹤0.01% 2215

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthPLAN Partners's DG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Dollar General (DG) in Q3 2023, closing a stake of 252 shares — an estimated $42.8K sold.

WealthPLAN Partners first reported a position in DG in Q2 2016 and held it in 3 quarters. The position peaked at $89K in Q1 2023. 1,035 funds tracked by Wall St. Rank hold DG as of Q3 2023.

  • WealthPLAN Partners reported no remaining Dollar General position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 252 Dollar General shares in Q3 2023, an estimated $42.8K.
  • WealthPLAN Partners first reported a position in Dollar General in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Dollar General position peaked at $89K in Q1 2023.
  • 1,035 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.