BDO Wealth Advisors’s Dollar Tree DLTR Stock Holding History

BDO 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
2023 Q2	$17.8K	Buy	124 +10	+9%	+$1.47K	﹤0.01%	592
2023 Q1	$16.4K	Hold	114	–	–	﹤0.01%	612
2022 Q4	$16.1K	Hold	114	–	–	﹤0.01%	609
2022 Q3	$16K	Hold	114	–	–	﹤0.01%	613
2022 Q2	$18K	Hold	114	–	–	﹤0.01%	580
2022 Q1	$18K	Buy	114 +70	+159%	+$9.9K	﹤0.01%	606
2021 Q4	$6K	Hold	44	–	–	﹤0.01%	794
2021 Q3	$4K	Hold	44	–	–	﹤0.01%	857
2021 Q2	$4K	Hold	44	–	–	﹤0.01%	890
2021 Q1	$5K	Buy	44 +24	+120%	+$2.58K	﹤0.01%	835
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	759
2020 Q3	$2K	Buy	+20	New	+$1.88K	﹤0.01%	678

Other funds holding DLTR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EIG

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BDO Wealth Advisors's DLTR Position: Q2 2023 in Review

BDO Wealth Advisors increased its Dollar Tree (DLTR) stake by 8.8% in Q2 2023, buying an estimated $1.47K and bringing the position to 124 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

BDO Wealth Advisors first reported a position in DLTR in Q3 2020 and has held it in 12 quarters since. The position peaked at $18K in Q2 2022. 765 funds tracked by Wall St. Rank hold DLTR as of Q2 2023.

BDO Wealth Advisors held 124 shares of Dollar Tree worth $17.8K as of Q2 2023.
BDO Wealth Advisors bought 10 Dollar Tree shares in Q2 2023, an estimated $1.47K.
Dollar Tree made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #592 holding.
BDO Wealth Advisors first reported a position in Dollar Tree in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's Dollar Tree position peaked at $18K in Q2 2022.
765 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.