AWM
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Abound Wealth Management’s Dynatrace DT Stock Holding History

Abound Wealth Management’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
2024
Q3 		– Sell
-18
Closed -$806 – 1309
2024
Q2 		$806 Hold
18
– – ﹤0.01% 753
2024
Q1 		$836 Hold
18
– – ﹤0.01% 797
2023
Q4 		$985 Buy
+18
New +$910 ﹤0.01% 779

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abound Wealth Management's DT Position: Q3 2024 in Review

Abound Wealth Management sold out of Dynatrace (DT) in Q3 2024, closing a stake of 18 shares — an estimated $806 sold.

Abound Wealth Management first reported a position in DT in Q4 2023 and held it in 3 quarters. The position peaked at $985 in Q4 2023. 530 funds tracked by Wall St. Rank hold DT as of Q3 2024.

  • Abound Wealth Management reported no remaining Dynatrace position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 18 Dynatrace shares in Q3 2024, an estimated $806.
  • Abound Wealth Management first reported a position in Dynatrace in Q4 2023 and held it in 3 quarters.
  • Abound Wealth Management's Dynatrace position peaked at $985 in Q4 2023.
  • 530 funds tracked by Wall St. Rank held Dynatrace as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.