BerganKDV Wealth Management’s Dynatrace DT Stock Holding History

BerganKDV 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	-9	Closed	-$381	–	920
2023 Q1	$381	Hold	9	–	–	﹤0.01%	995
2022 Q4	$345	Hold	9	–	–	﹤0.01%	983
2022 Q3	$0	Hold	9	–	–	﹤0.01%	989
2022 Q2	$0	Hold	9	–	–	﹤0.01%	987
2022 Q1	$0	Hold	9	–	–	﹤0.01%	1013
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	971
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	952
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	898
2021 Q1	$0	Hold	9	–	–	﹤0.01%	947
2020 Q4	$0	Hold	9	–	–	﹤0.01%	960
2020 Q3	$0	Hold	9	–	–	﹤0.01%	926
2020 Q2	$0	Buy	+9	New	+$296	﹤0.01%	990

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

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

BerganKDV Wealth Management sold out of Dynatrace (DT) in Q2 2023, closing a stake of 9 shares — an estimated $381 sold.

BerganKDV Wealth Management first reported a position in DT in Q2 2020 and held it in 12 quarters. The position peaked at $1K in Q4 2021. 472 funds tracked by Wall St. Rank hold DT as of Q2 2023.

BerganKDV Wealth Management reported no remaining Dynatrace position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 9 Dynatrace shares in Q2 2023, an estimated $381.
BerganKDV Wealth Management first reported a position in Dynatrace in Q2 2020 and held it in 12 quarters.
BerganKDV Wealth Management's Dynatrace position peaked at $1K in Q4 2021.
472 funds tracked by Wall St. Rank held Dynatrace as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.