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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 – 216
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return