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Triad Wealth Partners’s Dollar Tree DLTR Stock Holding History

Triad 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
2024
Q3 		– Sell
-16
Closed -$1.71K – 264
2024
Q2 		$1.71K Buy
+16
New +$1.89K ﹤0.01% 788

Other funds holding DLTR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Triad Wealth Partners's DLTR Position: Q3 2024 in Review

Triad Wealth Partners sold out of Dollar Tree (DLTR) in Q3 2024, closing a stake of 16 shares — an estimated $1.71K sold.

Triad Wealth Partners first reported a position in DLTR in Q2 2024 and held it in 1 quarter. The position peaked at $1.71K in Q2 2024. 688 funds tracked by Wall St. Rank hold DLTR as of Q3 2024.

  • Triad Wealth Partners reported no remaining Dollar Tree position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 16 Dollar Tree shares in Q3 2024, an estimated $1.71K.
  • Triad Wealth Partners first reported a position in Dollar Tree in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Dollar Tree position peaked at $1.71K in Q2 2024.
  • 688 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.