Wealthcare Advisory Partners’s Dollar Tree DLTR Stock Holding History

Wealthcare Advisory 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 Q3	–	Sell	-1,426	Closed	-$205K	–	707
2023 Q2	$205K	Sell	1,426 -74	-5%	-$10.9K	0.01%	678
2023 Q1	$215K	Sell	1,500 -69	-4%	-$10K	0.01%	671
2022 Q4	$222K	Buy	+1,569	New	+$233K	0.01%	624
2021 Q2	–	Sell	-1,086	Closed	-$124K	–	864
2021 Q1	$124K	Buy	+1,086	New	+$117K	0.01%	605
2020 Q2	–	Sell	-188	Closed	-$14K	–	561
2020 Q1	$14K	Buy	188 +53	+39%	+$4.51K	﹤0.01%	819
2019 Q4	$13K	Hold	135	–	–	﹤0.01%	870
2019 Q3	$15K	Hold	135	–	–	﹤0.01%	822
2019 Q2	$14K	Hold	135	–	–	﹤0.01%	813
2019 Q1	$14K	Hold	135	–	–	﹤0.01%	738
2018 Q4	$12K	Hold	135	–	–	﹤0.01%	745
2018 Q3	$11K	Hold	135	–	–	﹤0.01%	812
2018 Q2	$11K	Hold	135	–	–	﹤0.01%	798
2018 Q1	$13K	Sell	135 -1	-0.7%	-$105	﹤0.01%	667
2017 Q4	$15K	Buy	136 +135	+13,500%	+$13.2K	﹤0.01%	589
2017 Q3	$0	Buy	+1	New	+$76	﹤0.01%	894

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

Wealthcare Advisory Partners's DLTR Position: Q3 2023 in Review

Wealthcare Advisory Partners sold out of Dollar Tree (DLTR) in Q3 2023, closing a stake of 1,426 shares — an estimated $205K sold.

Wealthcare Advisory Partners first reported a position in DLTR in Q3 2017 and held it in 15 quarters. The position peaked at $222K in Q4 2022. 729 funds tracked by Wall St. Rank hold DLTR as of Q3 2023.

Wealthcare Advisory Partners reported no remaining Dollar Tree position as of Q3 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,426 Dollar Tree shares in Q3 2023, an estimated $205K.
Wealthcare Advisory Partners first reported a position in Dollar Tree in Q3 2017 and held it in 15 quarters.
Wealthcare Advisory Partners's Dollar Tree position peaked at $222K in Q4 2022.
729 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2023, filed 12 Oct 2023.