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Coppell Advisory Solutions’s Dollar Tree DLTR Stock Holding History

Coppell Advisory 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
Q1 		– Sell
-99
Closed -$7.4K – 719
2024
Q4 		$7.4K Buy
99
+24
+32% +$1.65K ﹤0.01% 1215
2024
Q3 		$5.48K Hold
75
– – ﹤0.01% 1240
2024
Q2 		$8.01K Buy
+75
New +$8.86K ﹤0.01% 1084
2023
Q4 		$8.52K Buy
+60
New +$7.1K ﹤0.01% 972

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coppell Advisory Solutions's DLTR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Dollar Tree (DLTR) in Q1 2025, closing a stake of 99 shares — an estimated $7.4K sold.

Coppell Advisory Solutions first reported a position in DLTR in Q4 2023 and held it in 4 quarters. The position peaked at $8.52K in Q4 2023. 716 funds tracked by Wall St. Rank hold DLTR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dollar Tree position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 99 Dollar Tree shares in Q1 2025, an estimated $7.4K.
  • Coppell Advisory Solutions first reported a position in Dollar Tree in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Dollar Tree position peaked at $8.52K in Q4 2023.
  • 716 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.