Atlas Private Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-25	Closed	-$2K	–	297
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	660
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	669
2021 Q1	$3K	Hold	25	–	–	﹤0.01%	677
2020 Q4	$3K	Hold	25	–	–	﹤0.01%	582
2020 Q3	$2K	Hold	25	–	–	﹤0.01%	569
2020 Q2	$2K	Buy	+25	New	+$2.08K	﹤0.01%	588

Other funds holding DLTR

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Atlas Private Wealth Advisors's DLTR Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Dollar Tree (DLTR) in Q4 2021, closing a stake of 25 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in DLTR in Q2 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2021. 796 funds tracked by Wall St. Rank hold DLTR as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Dollar Tree position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 25 Dollar Tree shares in Q4 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in Dollar Tree in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Dollar Tree position peaked at $3K in Q1 2021.
796 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.