Heritage Wealth Management (Arizona)’s Dollar Tree DLTR Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$4.53K	Buy	+32	New	+$4.76K	﹤0.01%	895

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DLTR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Dollar Tree (DLTR) in Q4 2022: 32 shares worth $4.53K. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings.

824 funds tracked by Wall St. Rank hold DLTR as of Q4 2022.

Heritage Wealth Management (Arizona) held 32 shares of Dollar Tree worth $4.53K as of Q4 2022.
Dollar Tree was a new Heritage Wealth Management (Arizona) position in Q4 2022.
Dollar Tree made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #895 holding.
824 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.