SWM
DLTR icon

Selective Wealth Management’s Dollar Tree DLTR Stock Holding History

Selective Wealth Management’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
Q2 		– Sell
-24
Closed -$3K – 512
2021
Q1 		$3K Buy
+24
New +$2.58K ﹤0.01% 339

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Selective Wealth Management's DLTR Position: Q2 2021 in Review

Selective Wealth Management sold out of Dollar Tree (DLTR) in Q2 2021, closing a stake of 24 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in DLTR in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 731 funds tracked by Wall St. Rank hold DLTR as of Q2 2021.

  • Selective Wealth Management reported no remaining Dollar Tree position as of Q2 2021 after selling out during the quarter.
  • Selective Wealth Management sold 24 Dollar Tree shares in Q2 2021, an estimated $3K.
  • Selective Wealth Management first reported a position in Dollar Tree in Q1 2021 and held it in 1 quarter.
  • Selective Wealth Management's Dollar Tree position peaked at $3K in Q1 2021.
  • 731 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.