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Regent Peak Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-201
Closed -$22K – 357
2020
Q4 		$22K Buy
+201
New +$20.2K 0.01% 441

Other funds holding DLTR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regent Peak Wealth Advisors's DLTR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Dollar Tree (DLTR) in Q1 2021, closing a stake of 201 shares — an estimated $22K sold.

Regent Peak Wealth Advisors first reported a position in DLTR in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 754 funds tracked by Wall St. Rank hold DLTR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Dollar Tree position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 201 Dollar Tree shares in Q1 2021, an estimated $22K.
  • Regent Peak Wealth Advisors first reported a position in Dollar Tree in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Dollar Tree position peaked at $22K in Q4 2020.
  • 754 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.