Professional Financial Advisors’s Dollar Tree DLTR Stock Holding History

Professional Financial 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 Q4	–	Sell	-46	Closed	-$6K	–	173
2022 Q3	$6K	Hold	46	–	–	﹤0.01%	339
2022 Q2	$7K	Hold	46	–	–	﹤0.01%	332
2022 Q1	$7K	Hold	46	–	–	﹤0.01%	348
2021 Q4	$6K	Sell	46 -8,651	-99%	-$1.05M	﹤0.01%	359
2021 Q3	$832K	Buy	8,697 +340	+4%	+$32.7K	0.48%	42
2021 Q2	$831K	Buy	8,357 +8,335	+37,886%	+$906K	0.46%	43
2021 Q1	$3K	Hold	22	–	–	﹤0.01%	309
2020 Q4	$2K	Buy	22 +5	+29%	+$502	﹤0.01%	323
2020 Q3	$2K	Buy	+17	New	+$1.6K	﹤0.01%	312
2020 Q2	–	Sell	-5,702	Closed	-$454K	–	70
2020 Q1	$454K	Buy	5,702 +511	+10%	+$43.5K	0.82%	34
2019 Q4	$488K	Buy	+5,191	New	+$545K	0.46%	51

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Professional Financial Advisors's DLTR Position: Q4 2022 in Review

Professional Financial Advisors sold out of Dollar Tree (DLTR) in Q4 2022, closing a stake of 46 shares — an estimated $6K sold.

Professional Financial Advisors first reported a position in DLTR in Q4 2019 and held it in 11 quarters. The position peaked at $832K in Q3 2021. 824 funds tracked by Wall St. Rank hold DLTR as of Q4 2022.

Professional Financial Advisors reported no remaining Dollar Tree position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 46 Dollar Tree shares in Q4 2022, an estimated $6K.
Professional Financial Advisors first reported a position in Dollar Tree in Q4 2019 and held it in 11 quarters.
Professional Financial Advisors's Dollar Tree position peaked at $832K in Q3 2021.
824 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.