Optimum Investment Advisors’s Dollar Tree DLTR Stock Holding History

Optimum Investment Advisors’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 Q1	–	Sell	-52	Closed	-$7K	–	851
2021 Q4	$7K	Hold	52	–	–	﹤0.01%	704
2021 Q3	$5K	Sell	52 -400	-88%	-$38.5K	﹤0.01%	741
2021 Q2	$45K	Hold	452	–	–	0.01%	529
2021 Q1	$52K	Sell	452 -170	-27%	-$18.3K	0.02%	497
2020 Q4	$67K	Sell	622 -75	-11%	-$7.53K	0.02%	428
2020 Q3	$64K	Buy	697 +75	+12%	+$7.06K	0.02%	401
2020 Q2	$58K	Sell	622 -300	-33%	-$25K	0.02%	420
2020 Q1	$68K	Buy	922 +222	+32%	+$18.9K	0.03%	366
2019 Q4	$66K	Hold	700	–	–	0.02%	467
2019 Q3	$80K	Buy	+700	New	+$73.2K	0.03%	409
2018 Q4	–	Sell	-500	Closed	-$42.2K	–	973
2018 Q3	$41K	Buy	+500	New	+$43.9K	0.01%	568

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EIG

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimum Investment Advisors's DLTR Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Dollar Tree (DLTR) in Q1 2022, closing a stake of 52 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in DLTR in Q3 2018 and held it in 11 quarters. The position peaked at $80K in Q3 2019. 816 funds tracked by Wall St. Rank hold DLTR as of Q1 2022.

Optimum Investment Advisors reported no remaining Dollar Tree position as of Q1 2022 after selling out during the quarter.
Optimum Investment Advisors sold 52 Dollar Tree shares in Q1 2022, an estimated $7K.
Optimum Investment Advisors first reported a position in Dollar Tree in Q3 2018 and held it in 11 quarters.
Optimum Investment Advisors's Dollar Tree position peaked at $80K in Q3 2019.
816 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.