My Personal CFO LLC’s Dollar Tree DLTR Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-9	Closed	-$1.27K	–	265
2022 Q4	$1.27K	Buy	+9	New	+$1.34K	﹤0.01%	598

Other funds holding DLTR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

My Personal CFO LLC's DLTR Position: Q1 2023 in Review

My Personal CFO LLC sold out of Dollar Tree (DLTR) in Q1 2023, closing a stake of 9 shares — an estimated $1.27K sold.

My Personal CFO LLC first reported a position in DLTR in Q4 2022 and held it in 1 quarter. The position peaked at $1.27K in Q4 2022. 799 funds tracked by Wall St. Rank hold DLTR as of Q1 2023.

My Personal CFO LLC reported no remaining Dollar Tree position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 9 Dollar Tree shares in Q1 2023, an estimated $1.27K.
My Personal CFO LLC first reported a position in Dollar Tree in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Dollar Tree position peaked at $1.27K in Q4 2022.
799 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.