Sutton Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Sutton 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
2023 Q3	$5.22K	Hold	49	–	–	﹤0.01%	580
2023 Q2	$7.03K	Hold	49	–	–	﹤0.01%	514
2023 Q1	$7.03K	Sell	49 -4	-8%	-$580	﹤0.01%	480
2022 Q4	$7.5K	Hold	53	–	–	﹤0.01%	1030
2022 Q3	$7.21K	Sell	53 -11	-17%	-$1.71K	﹤0.01%	992
2022 Q2	$9.97K	Buy	64 +11	+21%	+$1.74K	﹤0.01%	905
2022 Q1	$8.49K	Buy	53 +4	+8%	+$566	﹤0.01%	982
2021 Q4	$6.88K	Buy	49 +6	+14%	+$729	﹤0.01%	1025
2021 Q3	$4.12K	Sell	43 -4	-9%	-$385	﹤0.01%	1090
2021 Q2	$4.68K	Hold	47	–	–	﹤0.01%	1054
2021 Q1	$5.38K	Sell	47 -3	-6%	-$322	﹤0.01%	1005
2020 Q4	$5.4K	Buy	50 +3	+6%	+$301	﹤0.01%	963
2020 Q3	$4.29K	Hold	47	–	–	﹤0.01%	966
2020 Q2	$4.36K	Buy	47 +3	+7%	+$250	﹤0.01%	942
2020 Q1	$3.23K	Buy	44 +3	+7%	+$255	﹤0.01%	949
2019 Q4	$3.86K	Hold	41	–	–	﹤0.01%	979
2019 Q3	$4.68K	Hold	41	–	–	﹤0.01%	955
2019 Q2	$4.4K	Hold	41	–	–	﹤0.01%	954
2019 Q1	$4.31K	Buy	41 +7	+21%	+$687	﹤0.01%	962
2018 Q4	$3.07K	Hold	34	–	–	﹤0.01%	948
2018 Q3	$2.77K	Hold	34	–	–	﹤0.01%	972
2018 Q2	$2.89K	Hold	34	–	–	﹤0.01%	978
2018 Q1	$3.23K	Hold	34	–	–	﹤0.01%	965
2017 Q4	$3.65K	Hold	34	–	–	﹤0.01%	919
2017 Q3	$2.95K	Buy	34 +25	+278%	+$1.91K	﹤0.01%	925
2017 Q2	$629	Buy	9 +1	+13%	+$77	﹤0.01%	1027
2017 Q1	$628	Hold	8	–	–	﹤0.01%	1005
2016 Q4	$617	Sell	8 -7	-47%	-$563	﹤0.01%	998
2016 Q3	$1.18K	Buy	15 +7	+88%	+$630	﹤0.01%	956
2016 Q2	$754	Hold	8	–	–	﹤0.01%	940
2016 Q1	$660	Buy	+8	New	+$631	﹤0.01%	947

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sutton Wealth Advisors's DLTR Position: Q3 2023 in Review

Sutton Wealth Advisors held its Dollar Tree (DLTR) position steady in Q3 2023 at 49 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Sutton Wealth Advisors first reported a position in DLTR in Q1 2016 and has held it in 31 quarters since. The position peaked at $9.97K in Q2 2022. 730 funds tracked by Wall St. Rank hold DLTR as of Q3 2023.

Sutton Wealth Advisors held 49 shares of Dollar Tree worth $5.22K as of Q3 2023.
Sutton Wealth Advisors left its Dollar Tree share count unchanged in Q3 2023.
Dollar Tree made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #580 holding.
Sutton Wealth Advisors first reported a position in Dollar Tree in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Dollar Tree position peaked at $9.97K in Q2 2022.
730 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.