Cape Investment Advisory’s Dynatrace DT Stock Holding History

Cape Investment Advisory’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	-183	Closed	-$10K	–	985
2023 Q4	$10K	Buy	+183	New	+$9.25K	﹤0.01%	664

Other funds holding DT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cape Investment Advisory's DT Position: Q1 2024 in Review

Cape Investment Advisory sold out of Dynatrace (DT) in Q1 2024, closing a stake of 183 shares — an estimated $10K sold.

Cape Investment Advisory first reported a position in DT in Q4 2023 and held it in 1 quarter. The position peaked at $10K in Q4 2023. 542 funds tracked by Wall St. Rank hold DT as of Q1 2024.

Cape Investment Advisory reported no remaining Dynatrace position as of Q1 2024 after selling out during the quarter.
Cape Investment Advisory sold 183 Dynatrace shares in Q1 2024, an estimated $10K.
Cape Investment Advisory first reported a position in Dynatrace in Q4 2023 and held it in 1 quarter.
Cape Investment Advisory's Dynatrace position peaked at $10K in Q4 2023.
542 funds tracked by Wall St. Rank held Dynatrace as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.