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CFM Wealth Partners’s Dollar Tree DLTR Stock Holding History

CFM Wealth 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
2020
Q3 		– Sell
-710
Closed -$65K – 240
2020
Q2 		$65K Hold
710
– – 0.02% 247
2020
Q1 		$52K Hold
710
– – 0.02% 266
2019
Q4 		$65K Buy
+710
New +$74.5K 0.02% 256

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

CFM Wealth Partners's DLTR Position: Q3 2020 in Review

CFM Wealth Partners sold out of Dollar Tree (DLTR) in Q3 2020, closing a stake of 710 shares — an estimated $65K sold.

CFM Wealth Partners first reported a position in DLTR in Q4 2019 and held it in 3 quarters. The position peaked at $65K in Q2 2020. 686 funds tracked by Wall St. Rank hold DLTR as of Q3 2020.

  • CFM Wealth Partners reported no remaining Dollar Tree position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 710 Dollar Tree shares in Q3 2020, an estimated $65K.
  • CFM Wealth Partners first reported a position in Dollar Tree in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Dollar Tree position peaked at $65K in Q2 2020.
  • 686 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.