AWS
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Atria Wealth Solutions’s Dollar Tree DLTR Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.64M Buy
+16,560
New +$1.43M 0.04% 472
2023
Q2 		– Sell
-2,479
Closed -$356K – 1897
2023
Q1 		$356K Buy
2,479
+729
+42% +$106K 0.01% 1323
2022
Q4 		$248K Sell
1,750
-2,183
-56% -$325K ﹤0.01% 1474
2022
Q3 		$535K Buy
+3,933
New +$612K 0.01% 981
2022
Q2 		– Sell
-1,819
Closed -$291K – 1694
2022
Q1 		$291K Buy
+1,819
New +$257K ﹤0.01% 1334

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MRL
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EIG
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return