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WealthPLAN Partners’s Dollar Tree DLTR Stock Holding History

WealthPLAN 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
-12
Closed -$1.72K – 501
2023
Q2 		$1.72K Hold
12
– – ﹤0.01% 1095
2023
Q1 		$1.72K Buy
+12
New +$1.74K ﹤0.01% 1153
2018
Q2 		– Sell
-2,818
Closed -$267K – 266
2018
Q1 		$267K Buy
+2,818
New +$295K 0.06% 222

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

WealthPLAN Partners's DLTR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Dollar Tree (DLTR) in Q3 2023, closing a stake of 12 shares — an estimated $1.72K sold.

WealthPLAN Partners first reported a position in DLTR in Q1 2018 and held it in 3 quarters. The position peaked at $267K in Q1 2018. 730 funds tracked by Wall St. Rank hold DLTR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Dollar Tree position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 12 Dollar Tree shares in Q3 2023, an estimated $1.72K.
  • WealthPLAN Partners first reported a position in Dollar Tree in Q1 2018 and held it in 3 quarters.
  • WealthPLAN Partners's Dollar Tree position peaked at $267K in Q1 2018.
  • 730 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.