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Aries Wealth Management’s Dollar Tree DLTR Stock Holding History

Aries Wealth Management’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
Q3 		– Sell
-1,527
Closed -$238K – 186
2022
Q2 		$238K Buy
+1,527
New +$242K 0.11% 149
2022
Q1 		– Sell
-1,527
Closed -$215K – 112
2021
Q4 		$215K Buy
+1,527
New +$185K 0.08% 174

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
EdgePoint Investment Group
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Aries Wealth Management's DLTR Position: Q3 2022 in Review

Aries Wealth Management sold out of Dollar Tree (DLTR) in Q3 2022, closing a stake of 1,527 shares — an estimated $238K sold.

Aries Wealth Management first reported a position in DLTR in Q4 2021 and held it in 2 quarters. The position peaked at $238K in Q2 2022. 815 funds tracked by Wall St. Rank hold DLTR as of Q3 2022.

  • Aries Wealth Management reported no remaining Dollar Tree position as of Q3 2022 after selling out during the quarter.
  • Aries Wealth Management sold 1,527 Dollar Tree shares in Q3 2022, an estimated $238K.
  • Aries Wealth Management first reported a position in Dollar Tree in Q4 2021 and held it in 2 quarters.
  • Aries Wealth Management's Dollar Tree position peaked at $238K in Q2 2022.
  • 815 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2022.

Based on Aries Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.