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Meridian Wealth Partners’s Dollar Tree DLTR Stock Holding History

Meridian 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
2021
Q2 		– Sell
-252
Closed -$29K – 407
2021
Q1 		$29K Buy
252
+52
+26% +$5.59K 0.01% 223
2020
Q4 		$22K Buy
+200
New +$20.1K 0.01% 213

Other funds holding DLTR

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Meridian Wealth Partners's DLTR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Dollar Tree (DLTR) in Q2 2021, closing a stake of 252 shares — an estimated $29K sold.

Meridian Wealth Partners first reported a position in DLTR in Q4 2020 and held it in 2 quarters. The position peaked at $29K in Q1 2021. 729 funds tracked by Wall St. Rank hold DLTR as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Dollar Tree position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 252 Dollar Tree shares in Q2 2021, an estimated $29K.
  • Meridian Wealth Partners first reported a position in Dollar Tree in Q4 2020 and held it in 2 quarters.
  • Meridian Wealth Partners's Dollar Tree position peaked at $29K in Q1 2021.
  • 729 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.