HGWM
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Harvest Group Wealth Management’s Dollar Tree DLTR Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-50
Closed -$5K – 205
2020
Q4 		$5K Sell
50
-50
-50% -$5.02K ﹤0.01% 257
2020
Q3 		$9K Hold
100
– – 0.01% 231
2020
Q2 		$9K Hold
100
– – 0.01% 218
2020
Q1 		$7K Hold
100
– – 0.01% 233
2019
Q4 		$9K Hold
100
– – 0.01% 258
2019
Q3 		$11K Hold
100
– – 0.01% 240
2019
Q2 		$10K Sell
100
-62
-38% -$6.52K 0.01% 217
2019
Q1 		$17K Buy
+162
New +$15.9K 0.02% 176

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return