180 Wealth Advisors’s Dynatrace DT Stock Holding History

180 Wealth Advisors’s Portfolio DT Stock Details DT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,805	Closed	-$210K	–	462
2025 Q2	$210K	Sell	3,805 -488	-11%	-$24.4K	0.03%	392
2025 Q1	$202K	Buy	4,293 +33	+0.8%	+$1.8K	0.03%	380
2024 Q4	$232K	Sell	4,260 -92	-2%	-$5.02K	0.04%	360
2024 Q3	$233K	Buy	+4,352	New	+$207K	0.04%	380
2024 Q1	–	Sell	-4,111	Closed	-$217K	–	409
2023 Q4	$217K	Buy	+4,111	New	+$208K	0.04%	341
2023 Q3	–	Sell	-4,083	Closed	-$210K	–	378
2023 Q2	$210K	Buy	+4,083	New	+$191K	0.05%	322
2023 Q1	–	Sell	-5,382	Closed	-$207K	–	369
2022 Q4	$207K	Buy	+5,382	New	+$196K	0.05%	330
2022 Q3	–	Sell	-6,692	Closed	-$274K	–	365
2022 Q2	$274K	Sell	6,692 -33	-0.5%	-$1.31K	0.07%	280
2022 Q1	$288K	Buy	6,725 +30	+0.4%	+$1.41K	0.06%	287
2021 Q4	$325K	Buy	6,695 +687	+11%	+$46.8K	0.07%	259
2021 Q3	$453K	Sell	6,008 -3	-0%	-$197	0.1%	202
2021 Q2	$386K	Sell	6,011 -225	-4%	-$11.8K	0.09%	222
2021 Q1	$307K	Buy	+6,236	New	+$302K	0.08%	244

Other funds holding DT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Associates

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return