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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
2019
Q1 		– Sell
-1,000
Closed -$1K – 1005
2018
Q4 		$1K Buy
1,000
+500
+100% +$42.2K ﹤0.01% 929
2018
Q3 		$2K Buy
+500
New +$43.9K ﹤0.01% 974

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
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
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. 817 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.
  • 817 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.