PFWA
DLTR icon

Paces Ferry Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-31
Closed -$3K – 384
2020
Q3 		$3K Buy
+31
New +$2.92K ﹤0.01% 587

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Paces Ferry Wealth Advisors's DLTR Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Dollar Tree (DLTR) in Q4 2020, closing a stake of 31 shares — an estimated $3K sold.

Paces Ferry Wealth Advisors first reported a position in DLTR in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 758 funds tracked by Wall St. Rank hold DLTR as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Dollar Tree position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 31 Dollar Tree shares in Q4 2020, an estimated $3K.
  • Paces Ferry Wealth Advisors first reported a position in Dollar Tree in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Dollar Tree position peaked at $3K in Q3 2020.
  • 758 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.