WR Wealth Planners’s Dollar Tree DLTR Stock Holding History

WR Wealth Planners’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	-7	Closed	-$747	–	1156
2024 Q2	$747	Sell	7 -17	-71%	-$2.01K	﹤0.01%	984
2024 Q1	$3.2K	Buy	+24	New	+$3.3K	﹤0.01%	796
2023 Q4	–	Sell	-15	Closed	-$1.6K	–	351
2023 Q3	$1.6K	Hold	15	–	–	﹤0.01%	801
2023 Q2	$2.15K	Buy	+15	New	+$2.21K	﹤0.01%	767
2022 Q3	–	Sell	-178	Closed	-$27.7K	–	531
2022 Q2	$27.7K	Hold	178	–	–	0.02%	206
2022 Q1	$28.5K	Buy	+178	New	+$25.2K	0.02%	203

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

EIG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

WR Wealth Planners's DLTR Position: Q3 2024 in Review

WR Wealth Planners sold out of Dollar Tree (DLTR) in Q3 2024, closing a stake of 7 shares — an estimated $747 sold.

WR Wealth Planners first reported a position in DLTR in Q1 2022 and held it in 6 quarters. The position peaked at $28.5K in Q1 2022. 687 funds tracked by Wall St. Rank hold DLTR as of Q3 2024.

WR Wealth Planners reported no remaining Dollar Tree position as of Q3 2024 after selling out during the quarter.
WR Wealth Planners sold 7 Dollar Tree shares in Q3 2024, an estimated $747.
WR Wealth Planners first reported a position in Dollar Tree in Q1 2022 and held it in 6 quarters.
WR Wealth Planners's Dollar Tree position peaked at $28.5K in Q1 2022.
687 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.