Curi Wealth Management’s Dollar Tree DLTR Stock Holding History

Curi Wealth Management’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
2022 Q3	–	Sell	-15	Closed	-$2K	–	325
2022 Q2	$2K	Buy	+15	New	+$2.38K	﹤0.01%	515

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

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

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

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

EIG

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Curi Wealth Management's DLTR Position: Q3 2022 in Review

Curi Wealth Management sold out of Dollar Tree (DLTR) in Q3 2022, closing a stake of 15 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in DLTR in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 814 funds tracked by Wall St. Rank hold DLTR as of Q3 2022.

Curi Wealth Management reported no remaining Dollar Tree position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 15 Dollar Tree shares in Q3 2022, an estimated $2K.
Curi Wealth Management first reported a position in Dollar Tree in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's Dollar Tree position peaked at $2K in Q2 2022.
814 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.