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Avantax Planning Partners’s Dollar Tree DLTR Stock Holding History

Avantax Planning Partners’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
2024
Q2 		– Sell
-1,549
Closed -$206K – 477
2024
Q1 		$206K Buy
+1,549
New +$213K 0.01% 440
2018
Q4 		– Sell
-308
Closed -$25K – 500
2018
Q3 		$25K Buy
+308
New +$27K ﹤0.01% 644
2018
Q2 		– Sell
-451
Closed -$42K – 532
2018
Q1 		$42K Buy
+451
New +$47.3K ﹤0.01% 564

Other funds holding DLTR

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BlackRock
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Avantax Planning Partners's DLTR Position: Q2 2024 in Review

Avantax Planning Partners sold out of Dollar Tree (DLTR) in Q2 2024, closing a stake of 1,549 shares — an estimated $206K sold.

Avantax Planning Partners first reported a position in DLTR in Q1 2018 and held it in 3 quarters. The position peaked at $206K in Q1 2024. 752 funds tracked by Wall St. Rank hold DLTR as of Q2 2024.

  • Avantax Planning Partners reported no remaining Dollar Tree position as of Q2 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 1,549 Dollar Tree shares in Q2 2024, an estimated $206K.
  • Avantax Planning Partners first reported a position in Dollar Tree in Q1 2018 and held it in 3 quarters.
  • Avantax Planning Partners's Dollar Tree position peaked at $206K in Q1 2024.
  • 752 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2024.

Based on Avantax Planning Partners's 13F filing for Q2 2024, filed 9 Aug 2024.