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Wealthspire Advisors (Maryland)’s Dollar General DG Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$2.13M Buy
10,153
+6,797
+203% +$1.34M 0.08% 127
2020
Q2 		$639K Buy
3,356
+405
+14% +$73.3K 0.05% 215
2020
Q1 		$446K Sell
2,951
-104
-3% -$16.1K 0.04% 249
2019
Q4 		$477K Buy
3,055
+232
+8% +$36.8K 0.03% 287
2019
Q3 		$449K Sell
2,823
-5
-0.2% -$723 0.03% 274
2019
Q2 		$382K Sell
2,828
-213
-7% -$26.9K 0.03% 302
2019
Q1 		$363K Buy
3,041
+57
+2% +$6.63K 0.03% 315
2018
Q4 		$323K Buy
2,984
+288
+11% +$31.2K 0.03% 307
2018
Q3 		$295K Sell
2,696
-730
-21% -$75.9K 0.02% 363
2018
Q2 		$338K Buy
3,426
+535
+19% +$51.5K 0.03% 325
2018
Q1 		$270K Buy
2,891
+43
+2% +$4.13K 0.03% 388
2017
Q4 		$265K Sell
2,848
-3,594
-56% -$309K 0.03% 403
2017
Q3 		$522K Buy
6,442
+74
+1% +$5.54K 0.06% 232
2017
Q2 		$459K Sell
6,368
-54
-0.8% -$3.89K 0.05% 241
2017
Q1 		$448K Buy
6,422
+102
+2% +$7.47K 0.06% 204
2016
Q4 		$468K Buy
6,320
+216
+4% +$15.8K 0.07% 185
2016
Q3 		$427K Buy
6,104
+1,458
+31% +$124K 0.07% 198
2016
Q2 		$437K Buy
4,646
+1
+0% +$86 0.07% 184
2016
Q1 		$398K Buy
4,645
+2,057
+79% +$156K 0.07% 192
2015
Q4 		$186K Buy
+2,588
New +$176K 0.03% 378

Other funds holding DG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Dollar General (DG) stake by 203% in Q3 2020, buying an estimated $1.34M and bringing the position to 10,153 shares worth $2.13M. The position accounts for 0.08% of the portfolio, ranked #127.

Wealthspire Advisors (Maryland) first reported a position in DG in Q4 2015 and has held it in 20 quarters since. 1,123 funds tracked by Wall St. Rank hold DG as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 10,153 shares of Dollar General worth $2.13M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 6,797 Dollar General shares in Q3 2020, an estimated $1.34M.
  • Dollar General made up 0.08% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #127 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Dollar General in Q4 2015 and has held it in 20 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Dollar General as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.