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Western Pacific Wealth Management’s Dollar General DG Stock Holding History

Western Pacific Wealth 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
2023
Q4 		– Sell
-20
Closed -$2.12K – 253
2023
Q3 		$2.12K Hold
20
– – ﹤0.01% 251
2023
Q2 		$3.4K Hold
20
– – ﹤0.01% 243
2023
Q1 		$4.21K Hold
20
– – ﹤0.01% 239
2022
Q4 		$4.92K Buy
+20
New +$4.95K ﹤0.01% 216

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Western Pacific Wealth Management's DG Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Dollar General (DG) in Q4 2023, closing a stake of 20 shares — an estimated $2.12K sold.

Western Pacific Wealth Management first reported a position in DG in Q4 2022 and held it in 4 quarters. The position peaked at $4.92K in Q4 2022. 1,112 funds tracked by Wall St. Rank hold DG as of Q4 2023.

  • Western Pacific Wealth Management reported no remaining Dollar General position as of Q4 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 20 Dollar General shares in Q4 2023, an estimated $2.12K.
  • Western Pacific Wealth Management first reported a position in Dollar General in Q4 2022 and held it in 4 quarters.
  • Western Pacific Wealth Management's Dollar General position peaked at $4.92K in Q4 2022.
  • 1,112 funds tracked by Wall St. Rank held Dollar General as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.