ACG Wealth’s Dynatrace DT Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-350	Closed	-$14K	–	426
2022 Q2	$14K	Buy	+350	New	+$13.9K	﹤0.01%	636

Other funds holding DT

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

ACG Wealth's DT Position: Q3 2022 in Review

ACG Wealth sold out of Dynatrace (DT) in Q3 2022, closing a stake of 350 shares — an estimated $14K sold.

ACG Wealth first reported a position in DT in Q2 2022 and held it in 1 quarter. The position peaked at $14K in Q2 2022. 378 funds tracked by Wall St. Rank hold DT as of Q3 2022.

ACG Wealth reported no remaining Dynatrace position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 350 Dynatrace shares in Q3 2022, an estimated $14K.
ACG Wealth first reported a position in Dynatrace in Q2 2022 and held it in 1 quarter.
ACG Wealth's Dynatrace position peaked at $14K in Q2 2022.
378 funds tracked by Wall St. Rank held Dynatrace as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.