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West Financial Advisors’s Dollar General DG Stock Holding History

West Financial Advisors’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
2022
Q4 		– Sell
-500
Closed -$120K – 177
2022
Q3 		$120K Hold
500
– – 0.04% 72
2022
Q2 		$123K Hold
500
– – 0.04% 68
2022
Q1 		$111K Hold
500
– – 0.03% 76
2021
Q4 		$118K Hold
500
– – 0.03% 79
2021
Q3 		$106K Hold
500
– – 0.03% 76
2021
Q2 		$108K Hold
500
– – 0.03% 68
2021
Q1 		$101K Hold
500
– – 0.03% 74
2020
Q4 		$105K Buy
+500
New +$107K 0.04% 68

Other funds holding DG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Financial Advisors's DG Position: Q4 2022 in Review

West Financial Advisors sold out of Dollar General (DG) in Q4 2022, closing a stake of 500 shares — an estimated $120K sold.

West Financial Advisors first reported a position in DG in Q4 2020 and held it in 8 quarters. The position peaked at $123K in Q2 2022. 1,274 funds tracked by Wall St. Rank hold DG as of Q4 2022.

  • West Financial Advisors reported no remaining Dollar General position as of Q4 2022 after selling out during the quarter.
  • West Financial Advisors sold 500 Dollar General shares in Q4 2022, an estimated $120K.
  • West Financial Advisors first reported a position in Dollar General in Q4 2020 and held it in 8 quarters.
  • West Financial Advisors's Dollar General position peaked at $123K in Q2 2022.
  • 1,274 funds tracked by Wall St. Rank held Dollar General as of Q4 2022.

Based on West Financial Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.