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Beacon Pointe Advisors’s Dynatrace DT Stock Holding History

Beacon Pointe 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
2022
Q2 		– Sell
-48,939
Closed -$2.31M – 1087
2022
Q1 		$2.31M Buy
+48,939
New +$2.3M 0.03% 417
2021
Q3 		– Sell
-3,822
Closed -$223K – 920
2021
Q2 		$223K Buy
+3,822
New +$200K 0.01% 759

Other funds holding DT

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beacon Pointe Advisors's DT Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of Dynatrace (DT) in Q2 2022, closing a stake of 48,939 shares — an estimated $2.31M sold.

Beacon Pointe Advisors first reported a position in DT in Q2 2021 and held it in 2 quarters. The position peaked at $2.31M in Q1 2022. 378 funds tracked by Wall St. Rank hold DT as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining Dynatrace position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 48,939 Dynatrace shares in Q2 2022, an estimated $2.31M.
  • Beacon Pointe Advisors first reported a position in Dynatrace in Q2 2021 and held it in 2 quarters.
  • Beacon Pointe Advisors's Dynatrace position peaked at $2.31M in Q1 2022.
  • 378 funds tracked by Wall St. Rank held Dynatrace as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.