Amplius Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Amplius Wealth Advisors’s Portfolio DLTR Stock Details DLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-61	Closed	-$8K	–	353
2021 Q4	$8K	Buy	+61	New	+$7.41K	﹤0.01%	632

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amplius Wealth Advisors's DLTR Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Dollar Tree (DLTR) in Q1 2022, closing a stake of 61 shares — an estimated $8K sold.

Amplius Wealth Advisors first reported a position in DLTR in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 816 funds tracked by Wall St. Rank hold DLTR as of Q1 2022.

Amplius Wealth Advisors reported no remaining Dollar Tree position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 61 Dollar Tree shares in Q1 2022, an estimated $8K.
Amplius Wealth Advisors first reported a position in Dollar Tree in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Dollar Tree position peaked at $8K in Q4 2021.
816 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.