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Capital Advisors Ltd’s Dynatrace DT Stock Holding History

Capital Advisors Ltd’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
2026
Q1 		$0 Sell
6
-37
-86% -$1.41K ﹤0.01% 1424
2025
Q4 		$2K Hold
43
– – ﹤0.01% 1069
2025
Q3 		$2K Hold
43
– – ﹤0.01% 1054
2025
Q2 		$2K Buy
43
+7
+19% +$351 ﹤0.01% 1050
2025
Q1 		$2K Hold
36
– – ﹤0.01% 1043
2024
Q4 		$2K Hold
36
– – ﹤0.01% 1063
2024
Q3 		$2K Hold
36
– – ﹤0.01% 1053
2024
Q2 		$2K Sell
36
-12
-25% -$553 ﹤0.01% 1048
2024
Q1 		$2K Buy
48
+12
+33% +$625 ﹤0.01% 1026
2023
Q4 		$2K Hold
36
– – ﹤0.01% 1004
2023
Q3 		$2K Hold
36
– – ﹤0.01% 998
2023
Q2 		$2K Hold
36
– – ﹤0.01% 1005
2023
Q1 		$2K Hold
36
– – ﹤0.01% 882
2022
Q4 		$1K Buy
36
+7
+24% +$254 ﹤0.01% 978
2022
Q3 		$1K Buy
29
+1
+4% +$39 ﹤0.01% 1001
2022
Q2 		$1K Buy
28
+14
+100% +$557 ﹤0.01% 764
2022
Q1 		$1K Buy
+14
New +$659 ﹤0.01% 698

Other funds holding DT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return