WWP
DG icon

WR Wealth Planners’s Dollar General DG Stock Holding History

WR Wealth Planners’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
2024
Q4 		$69.5K Sell
917
-1,345
-59% -$106K 0.02% 283
2024
Q3 		$191K Buy
2,262
+583
+35% +$63.9K 0.05% 190
2024
Q2 		$222K Buy
1,679
+174
+12% +$24.3K 0.07% 157
2024
Q1 		$235K Buy
+1,505
New +$214K 0.07% 155
2023
Q4 		– Sell
-1,382
Closed -$146K – 342
2023
Q3 		$146K Buy
1,382
+419
+44% +$62.5K 0.06% 200
2023
Q2 		$163K Buy
963
+183
+23% +$36.2K 0.06% 189
2023
Q1 		$164K Buy
780
+729
+1,429% +$164K 0.07% 175
2022
Q4 		$12.4K Buy
51
+1
+2% +$247 0.01% 249
2022
Q3 		$12.1K Hold
50
– – 0.01% 241
2022
Q2 		$12.3K Hold
50
– – 0.01% 262
2022
Q1 		$11.2K Buy
+50
New +$10.6K 0.01% 285

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

WR Wealth Planners's DG Position: Q4 2024 in Review

WR Wealth Planners reduced its Dollar General (DG) stake by 59% in Q4 2024, selling an estimated $106K and leaving 917 shares worth $69.5K. The position accounts for 0.02% of the portfolio, ranked #283.

WR Wealth Planners first reported a position in DG in Q1 2022 and has held it in 11 quarters since. The position peaked at $235K in Q1 2024. 904 funds tracked by Wall St. Rank hold DG as of Q4 2024.

  • WR Wealth Planners held 917 shares of Dollar General worth $69.5K as of Q4 2024.
  • WR Wealth Planners sold 1,345 Dollar General shares in Q4 2024, an estimated $106K.
  • Dollar General made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #283 holding.
  • WR Wealth Planners first reported a position in Dollar General in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Dollar General position peaked at $235K in Q1 2024.
  • 904 funds tracked by Wall St. Rank held Dollar General as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.