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Horizons Wealth Management’s Dollar Tree DLTR Stock Holding History

Horizons 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
Q2 		– Sell
-44
Closed -$6.25K – 177
2024
Q1 		$6.25K Hold
44
– – ﹤0.01% 146
2023
Q4 		$6.25K Hold
44
– – ﹤0.01% 146
2023
Q3 		$4.68K Hold
44
– – ﹤0.01% 152
2023
Q2 		$6.31K Buy
44
+13
+42% +$1.91K ﹤0.01% 167
2023
Q1 		$4.45K Hold
31
– – ﹤0.01% 145
2022
Q4 		$4K Hold
31
– – ﹤0.01% 146
2022
Q3 		$4K Hold
31
– – ﹤0.01% 137
2022
Q2 		$5K Buy
+31
New +$4.91K ﹤0.01% 136

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
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Horizons Wealth Management's DLTR Position: Q2 2024 in Review

Horizons Wealth Management sold out of Dollar Tree (DLTR) in Q2 2024, closing a stake of 44 shares — an estimated $6.25K sold.

Horizons Wealth Management first reported a position in DLTR in Q2 2022 and held it in 8 quarters. The position peaked at $6.31K in Q2 2023. 752 funds tracked by Wall St. Rank hold DLTR as of Q2 2024.

  • Horizons Wealth Management reported no remaining Dollar Tree position as of Q2 2024 after selling out during the quarter.
  • Horizons Wealth Management sold 44 Dollar Tree shares in Q2 2024, an estimated $6.25K.
  • Horizons Wealth Management first reported a position in Dollar Tree in Q2 2022 and held it in 8 quarters.
  • Horizons Wealth Management's Dollar Tree position peaked at $6.31K in Q2 2023.
  • 752 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2024.

Based on Horizons Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.