Wipfli Financial Advisors’s Dollar Tree DLTR Stock Holding History

Wipfli Financial Advisors’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 Q3	$217K	Buy	+1,595	New	+$248K	0.02%	419

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wipfli Financial Advisors's DLTR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Dollar Tree (DLTR) in Q3 2022: 1,595 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #419 among its holdings.

814 funds tracked by Wall St. Rank hold DLTR as of Q3 2022.

Wipfli Financial Advisors held 1,595 shares of Dollar Tree worth $217K as of Q3 2022.
Dollar Tree was a new Wipfli Financial Advisors position in Q3 2022.
Dollar Tree made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #419 holding.
814 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.