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B. Riley Wealth Advisors’s Dynatrace DT Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-8,849
Closed -$471K – 1180
2024
Q3 		$471K Buy
8,849
+82
+0.9% +$3.9K 0.01% 763
2024
Q2 		$392K Buy
8,767
+266
+3% +$12.3K 0.01% 915
2024
Q1 		$397K Sell
8,501
-45,515
-84% -$2.37M 0.01% 909
2023
Q4 		$2.95M Buy
54,016
+45,515
+535% +$2.3M 0.08% 260
2023
Q3 		$397K Sell
8,501
-2,239
-21% -$110K 0.01% 909
2023
Q2 		$553K Buy
+10,740
New +$503K 0.01% 801

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

B. Riley Wealth Advisors's DT Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Dynatrace (DT) in Q4 2024, closing a stake of 8,849 shares — an estimated $471K sold.

B. Riley Wealth Advisors first reported a position in DT in Q2 2023 and held it in 6 quarters. The position peaked at $2.95M in Q4 2023. 578 funds tracked by Wall St. Rank hold DT as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Dynatrace position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,849 Dynatrace shares in Q4 2024, an estimated $471K.
  • B. Riley Wealth Advisors first reported a position in Dynatrace in Q2 2023 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Dynatrace position peaked at $2.95M in Q4 2023.
  • 578 funds tracked by Wall St. Rank held Dynatrace as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.