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Braun-Bostich & Associates’s Dynatrace DT Stock Holding History

Braun-Bostich & Associates’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
Q1 		– Sell
-4,967
Closed -$272K – 128
2023
Q4 		$272K Sell
4,967
-56
-1% -$2.83K 0.25% 101
2023
Q3 		$235K Buy
+5,023
New +$247K 0.44% 43
2020
Q4 		– Sell
-4,790
Closed -$196K – 105
2020
Q3 		$196K Buy
+4,790
New +$196K 0.19% 90

Other funds holding DT

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Braun-Bostich & Associates's DT Position: Q1 2024 in Review

Braun-Bostich & Associates sold out of Dynatrace (DT) in Q1 2024, closing a stake of 4,967 shares — an estimated $272K sold.

Braun-Bostich & Associates first reported a position in DT in Q3 2020 and held it in 3 quarters. The position peaked at $272K in Q4 2023. 542 funds tracked by Wall St. Rank hold DT as of Q1 2024.

  • Braun-Bostich & Associates reported no remaining Dynatrace position as of Q1 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 4,967 Dynatrace shares in Q1 2024, an estimated $272K.
  • Braun-Bostich & Associates first reported a position in Dynatrace in Q3 2020 and held it in 3 quarters.
  • Braun-Bostich & Associates's Dynatrace position peaked at $272K in Q4 2023.
  • 542 funds tracked by Wall St. Rank held Dynatrace as of Q1 2024.

Based on Braun-Bostich & Associates's 13F filing for Q1 2024, filed 29 Apr 2024.