Baldwin Wealth Partners’s Dynatrace DT Stock Holding History

Baldwin Wealth Partners’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	-40	Closed	-$2.14K	–	450
2024 Q3	$2.14K	Buy	+40	New	+$1.9K	﹤0.01%	944

Other funds holding DT

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baldwin Wealth Partners's DT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Dynatrace (DT) in Q4 2024, closing a stake of 40 shares — an estimated $2.14K sold.

Baldwin Wealth Partners first reported a position in DT in Q3 2024 and held it in 1 quarter. The position peaked at $2.14K in Q3 2024. 578 funds tracked by Wall St. Rank hold DT as of Q4 2024.

Baldwin Wealth Partners reported no remaining Dynatrace position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 40 Dynatrace shares in Q4 2024, an estimated $2.14K.
Baldwin Wealth Partners first reported a position in Dynatrace in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's Dynatrace position peaked at $2.14K in Q3 2024.
578 funds tracked by Wall St. Rank held Dynatrace as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.