TFO Wealth Partners’s Dollar Tree DLTR Stock Holding History

TFO 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
2023 Q4	–	Sell	-2	Closed	-$287	–	967
2023 Q3	$287	Buy	+2	New	+$268	﹤0.01%	678

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TFO Wealth Partners's DLTR Position: Q4 2023 in Review

TFO Wealth Partners sold out of Dollar Tree (DLTR) in Q4 2023, closing a stake of 2 shares — an estimated $287 sold.

TFO Wealth Partners first reported a position in DLTR in Q3 2023 and held it in 1 quarter. The position peaked at $287 in Q3 2023. 770 funds tracked by Wall St. Rank hold DLTR as of Q4 2023.

TFO Wealth Partners reported no remaining Dollar Tree position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 2 Dollar Tree shares in Q4 2023, an estimated $287.
TFO Wealth Partners first reported a position in Dollar Tree in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's Dollar Tree position peaked at $287 in Q3 2023.
770 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.