Avantax Advisory Services’s Dynatrace DT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$863K Sell
15,637
-633
-4% -$31.7K ﹤0.01% 1254
2025
Q1
$767K Buy
16,270
+1,888
+13% +$103K ﹤0.01% 1232
2024
Q4
$782K Buy
14,382
+720
+5% +$39.3K ﹤0.01% 1169
2024
Q3
$731K Buy
13,662
+2,099
+18% +$99.9K ﹤0.01% 1183
2024
Q2
$517K Buy
+11,563
New +$533K ﹤0.01% 1341

Other funds holding DT

Avantax Advisory Services's DT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Dynatrace (DT) stake by 3.9% in Q2 2025, selling an estimated $31.7K and leaving 15,637 shares worth $863K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Avantax Advisory Services first reported a position in DT in Q2 2024 and has held it in 5 quarters since. 626 funds tracked by Wall St. Rank hold DT as of Q2 2025.

  • Avantax Advisory Services held 15,637 shares of Dynatrace worth $863K as of Q2 2025.
  • Avantax Advisory Services sold 633 Dynatrace shares in Q2 2025, an estimated $31.7K.
  • Dynatrace made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1254 holding.
  • Avantax Advisory Services first reported a position in Dynatrace in Q2 2024 and has held it in 5 quarters since.
  • 626 funds tracked by Wall St. Rank held Dynatrace as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.