AWM
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Accurate Wealth Management’s Dynatrace DT Stock Holding History

Accurate 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
2023
Q1 		– Sell
-10
Closed -$367 – 562
2022
Q4 		$367 Buy
+10
New +$363 ﹤0.01% 1521

Other funds holding DT

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Accurate Wealth Management's DT Position: Q1 2023 in Review

Accurate Wealth Management sold out of Dynatrace (DT) in Q1 2023, closing a stake of 10 shares — an estimated $367 sold.

Accurate Wealth Management first reported a position in DT in Q4 2022 and held it in 1 quarter. The position peaked at $367 in Q4 2022. 428 funds tracked by Wall St. Rank hold DT as of Q1 2023.

  • Accurate Wealth Management reported no remaining Dynatrace position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 10 Dynatrace shares in Q1 2023, an estimated $367.
  • Accurate Wealth Management first reported a position in Dynatrace in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Dynatrace position peaked at $367 in Q4 2022.
  • 428 funds tracked by Wall St. Rank held Dynatrace as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.