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Principle Wealth Partners’s Dollar Tree DLTR Stock Holding History

Principle 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
2020
Q3 		– Sell
-320
Closed -$30K – 220
2020
Q2 		$30K Buy
+320
New +$26.7K 0.01% 322

Other funds holding DLTR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

Principle Wealth Partners's DLTR Position: Q3 2020 in Review

Principle Wealth Partners sold out of Dollar Tree (DLTR) in Q3 2020, closing a stake of 320 shares — an estimated $30K sold.

Principle Wealth Partners first reported a position in DLTR in Q2 2020 and held it in 1 quarter. The position peaked at $30K in Q2 2020. 686 funds tracked by Wall St. Rank hold DLTR as of Q3 2020.

  • Principle Wealth Partners reported no remaining Dollar Tree position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 320 Dollar Tree shares in Q3 2020, an estimated $30K.
  • Principle Wealth Partners first reported a position in Dollar Tree in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Dollar Tree position peaked at $30K in Q2 2020.
  • 686 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.