Center for Financial Planning’s Dynatrace DT Stock Holding History

Center for Financial Planning’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
2025 Q1	–	Sell	-19	Closed	-$1.03K	–	717
2024 Q4	$1.03K	Buy	+19	New	+$1.04K	﹤0.01%	607

Other funds holding DT

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Center for Financial Planning's DT Position: Q1 2025 in Review

Center for Financial Planning sold out of Dynatrace (DT) in Q1 2025, closing a stake of 19 shares — an estimated $1.03K sold.

Center for Financial Planning first reported a position in DT in Q4 2024 and held it in 1 quarter. The position peaked at $1.03K in Q4 2024. 601 funds tracked by Wall St. Rank hold DT as of Q1 2025.

Center for Financial Planning reported no remaining Dynatrace position as of Q1 2025 after selling out during the quarter.
Center for Financial Planning sold 19 Dynatrace shares in Q1 2025, an estimated $1.03K.
Center for Financial Planning first reported a position in Dynatrace in Q4 2024 and held it in 1 quarter.
Center for Financial Planning's Dynatrace position peaked at $1.03K in Q4 2024.
601 funds tracked by Wall St. Rank held Dynatrace as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.