Future Financial Wealth Management’s Dollar Tree DLTR Stock Holding History

Future Financial 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
2024 Q4	–	Sell	-45	Closed	-$3.16K	–	453
2024 Q3	$3.16K	Buy	+45	New	+$4.1K	﹤0.01%	428
2024 Q2	–	Sell	-545	Closed	-$72.6K	–	197
2024 Q1	$72.6K	Buy	+545	New	+$75K	0.06%	216
2022 Q2	–	Sell	-400	Closed	-$64K	–	208
2022 Q1	$64K	Hold	400	–	–	0.05%	239
2021 Q4	$56K	Buy	+400	New	+$48.6K	0.04%	255

Other funds holding DLTR

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

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Future Financial Wealth Management's DLTR Position: Q4 2024 in Review

Future Financial Wealth Management sold out of Dollar Tree (DLTR) in Q4 2024, closing a stake of 45 shares — an estimated $3.16K sold.

Future Financial Wealth Management first reported a position in DLTR in Q4 2021 and held it in 4 quarters. The position peaked at $72.6K in Q1 2024. 715 funds tracked by Wall St. Rank hold DLTR as of Q4 2024.

Future Financial Wealth Management reported no remaining Dollar Tree position as of Q4 2024 after selling out during the quarter.
Future Financial Wealth Management sold 45 Dollar Tree shares in Q4 2024, an estimated $3.16K.
Future Financial Wealth Management first reported a position in Dollar Tree in Q4 2021 and held it in 4 quarters.
Future Financial Wealth Management's Dollar Tree position peaked at $72.6K in Q1 2024.
715 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2024.

Based on Future Financial Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.