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IAG Wealth Partners’s Dollar Tree DLTR Stock Holding History

IAG Wealth Partners’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 		– Sell
-50
Closed -$7K – 453
2022
Q3 		$7K Hold
50
– – ﹤0.01% 302
2022
Q2 		$8K Hold
50
– – ﹤0.01% 294
2022
Q1 		$8K Hold
50
– – ﹤0.01% 318
2021
Q4 		$7K Buy
+50
New +$6.07K ﹤0.01% 326

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAG Wealth Partners's DLTR Position: Q4 2022 in Review

IAG Wealth Partners sold out of Dollar Tree (DLTR) in Q4 2022, closing a stake of 50 shares — an estimated $7K sold.

IAG Wealth Partners first reported a position in DLTR in Q4 2021 and held it in 4 quarters. The position peaked at $8K in Q2 2022. 824 funds tracked by Wall St. Rank hold DLTR as of Q4 2022.

  • IAG Wealth Partners reported no remaining Dollar Tree position as of Q4 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 50 Dollar Tree shares in Q4 2022, an estimated $7K.
  • IAG Wealth Partners first reported a position in Dollar Tree in Q4 2021 and held it in 4 quarters.
  • IAG Wealth Partners's Dollar Tree position peaked at $8K in Q2 2022.
  • 824 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.