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Coppell Advisory Solutions’s Dynatrace DT Stock Holding History

Coppell Advisory Solutions’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
-716
Closed -$38.7K – 737
2024
Q4 		$38.7K Buy
716
+669
+1,423% +$36.5K 0.01% 667
2024
Q3 		$2.49K Hold
47
– – ﹤0.01% 1406
2024
Q2 		$2.1K Buy
+47
New +$2.17K ﹤0.01% 1373
2023
Q4 		$2.57K Buy
+47
New +$2.38K ﹤0.01% 1242

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Coppell Advisory Solutions's DT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Dynatrace (DT) in Q1 2025, closing a stake of 716 shares — an estimated $38.7K sold.

Coppell Advisory Solutions first reported a position in DT in Q4 2023 and held it in 4 quarters. The position peaked at $38.7K in Q4 2024. 601 funds tracked by Wall St. Rank hold DT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dynatrace position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 716 Dynatrace shares in Q1 2025, an estimated $38.7K.
  • Coppell Advisory Solutions first reported a position in Dynatrace in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Dynatrace position peaked at $38.7K in Q4 2024.
  • 601 funds tracked by Wall St. Rank held Dynatrace as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.