Laurel Wealth Advisors (North Carolina)’s Dollar Tree DLTR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q3	–	Sell	-37	Closed	-$3.95K	–	713
2024 Q2	$3.95K	Hold	37	–	–	﹤0.01%	505
2024 Q1	$4.93K	Hold	37	–	–	﹤0.01%	490
2023 Q4	$5.26K	Hold	37	–	–	﹤0.01%	449
2023 Q3	$3.94K	Hold	37	–	–	﹤0.01%	472
2023 Q2	$5.31K	Hold	37	–	–	﹤0.01%	450
2023 Q1	$5.31K	Hold	37	–	–	﹤0.01%	451
2022 Q4	$5.23K	Hold	37	–	–	﹤0.01%	426
2022 Q3	$5K	Hold	37	–	–	﹤0.01%	421
2022 Q2	$6K	Hold	37	–	–	﹤0.01%	422
2022 Q1	$6K	Hold	37	–	–	﹤0.01%	450
2021 Q4	$5K	Hold	37	–	–	﹤0.01%	480
2021 Q3	$4K	Hold	37	–	–	﹤0.01%	504
2021 Q2	$4K	Hold	37	–	–	﹤0.01%	567
2021 Q1	$4K	Hold	37	–	–	﹤0.01%	524
2020 Q4	$4K	Hold	37	–	–	﹤0.01%	496
2020 Q3	$3K	Hold	37	–	–	﹤0.01%	457
2020 Q2	$3K	Hold	37	–	–	﹤0.01%	450
2020 Q1	$3K	Hold	37	–	–	﹤0.01%	441
2019 Q4	$3K	Hold	37	–	–	﹤0.01%	470
2019 Q3	$4K	Hold	37	–	–	﹤0.01%	440
2019 Q2	$4K	Buy	+37	New	+$3.89K	﹤0.01%	444

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DLTR Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Dollar Tree (DLTR) in Q3 2024, closing a stake of 37 shares — an estimated $3.95K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in DLTR in Q2 2019 and held it in 21 quarters. The position peaked at $6K in Q2 2022. 688 funds tracked by Wall St. Rank hold DLTR as of Q3 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining Dollar Tree position as of Q3 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 37 Dollar Tree shares in Q3 2024, an estimated $3.95K.
Laurel Wealth Advisors (North Carolina) first reported a position in Dollar Tree in Q2 2019 and held it in 21 quarters.
Laurel Wealth Advisors (North Carolina)'s Dollar Tree position peaked at $6K in Q2 2022.
688 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.