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Liberty Wealth Management’s Dollar Tree DLTR Stock Holding History

Liberty 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
Q4 		– Sell
-58
Closed -$6K – 400
2021
Q3 		$6K Buy
58
+33
+132% +$3.17K ﹤0.01% 908
2021
Q2 		$2K Buy
+25
New +$2.72K ﹤0.01% 910
2020
Q2 		– Sell
-22
Closed -$2K – 882
2020
Q1 		$2K Buy
22
+7
+47% +$596 ﹤0.01% 725
2019
Q4 		$1K Buy
+15
New +$1.57K ﹤0.01% 813

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Liberty Wealth Management's DLTR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Dollar Tree (DLTR) in Q4 2021, closing a stake of 58 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in DLTR in Q4 2019 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 795 funds tracked by Wall St. Rank hold DLTR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Dollar Tree position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 58 Dollar Tree shares in Q4 2021, an estimated $6K.
  • Liberty Wealth Management first reported a position in Dollar Tree in Q4 2019 and held it in 4 quarters.
  • Liberty Wealth Management's Dollar Tree position peaked at $6K in Q3 2021.
  • 795 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.