WealthShield Partners’s Dollar Tree DLTR Stock Holding History

WealthShield 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
2022 Q2	–	Sell	-3,647	Closed	-$584K	–	302
2022 Q1	$584K	Buy	+3,647	New	+$516K	0.09%	216
2021 Q2	–	Sell	-40	Closed	-$5K	–	866
2021 Q1	$5K	Buy	+40	New	+$4.3K	﹤0.01%	953

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WealthShield Partners's DLTR Position: Q2 2022 in Review

WealthShield Partners sold out of Dollar Tree (DLTR) in Q2 2022, closing a stake of 3,647 shares — an estimated $584K sold.

WealthShield Partners first reported a position in DLTR in Q1 2021 and held it in 2 quarters. The position peaked at $584K in Q1 2022. 836 funds tracked by Wall St. Rank hold DLTR as of Q2 2022.

WealthShield Partners reported no remaining Dollar Tree position as of Q2 2022 after selling out during the quarter.
WealthShield Partners sold 3,647 Dollar Tree shares in Q2 2022, an estimated $584K.
WealthShield Partners first reported a position in Dollar Tree in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Dollar Tree position peaked at $584K in Q1 2022.
836 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2022.

Based on WealthShield Partners's 13F filing for Q2 2022, filed 11 Aug 2022.