AE Wealth Management’s Dynatrace DT Stock Holding History

AE 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 Q2	–	Sell	-16,703	Closed	-$707K	–	1939
2023 Q1	$707K	Buy	+16,703	New	+$676K	﹤0.01%	1192
2022 Q1	–	Sell	-11,177	Closed	-$675K	–	1711
2021 Q4	$675K	Buy	11,177 +407	+4%	+$27.7K	﹤0.01%	1130
2021 Q3	$764K	Sell	10,770 -6,765	-39%	-$444K	0.01%	968
2021 Q2	$1.02M	Buy	17,535 +6,571	+60%	+$343K	0.01%	832
2021 Q1	$529K	Buy	+10,964	New	+$532K	0.01%	1004

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

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

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AE Wealth Management's DT Position: Q2 2023 in Review

AE Wealth Management sold out of Dynatrace (DT) in Q2 2023, closing a stake of 16,703 shares — an estimated $707K sold.

AE Wealth Management first reported a position in DT in Q1 2021 and held it in 5 quarters. The position peaked at $1.02M in Q2 2021. 472 funds tracked by Wall St. Rank hold DT as of Q2 2023.

AE Wealth Management reported no remaining Dynatrace position as of Q2 2023 after selling out during the quarter.
AE Wealth Management sold 16,703 Dynatrace shares in Q2 2023, an estimated $707K.
AE Wealth Management first reported a position in Dynatrace in Q1 2021 and held it in 5 quarters.
AE Wealth Management's Dynatrace position peaked at $1.02M in Q2 2021.
472 funds tracked by Wall St. Rank held Dynatrace as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.