EDRIA
DT icon

Edmonds Duncan Registered Investment Advisors’s Dynatrace DT Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
2022
Q1 		– Sell
-4,828
Closed -$244K – 146
2021
Q4 		$244K Buy
4,828
+632
+15% +$43.1K 0.06% 119
2021
Q3 		$298K Buy
4,196
+197
+5% +$12.9K 0.09% 107
2021
Q2 		$234K Buy
+3,999
New +$209K 0.07% 121
2021
Q1 		– Sell
-3,870
Closed -$205K – 130
2020
Q4 		$205K Buy
+3,870
New +$154K 0.07% 123

Other funds holding DT

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's DT Position: Q1 2022 in Review

Edmonds Duncan Registered Investment Advisors sold out of Dynatrace (DT) in Q1 2022, closing a stake of 4,828 shares — an estimated $244K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in DT in Q4 2020 and held it in 4 quarters. The position peaked at $298K in Q3 2021. 382 funds tracked by Wall St. Rank hold DT as of Q1 2022.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Dynatrace position as of Q1 2022 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 4,828 Dynatrace shares in Q1 2022, an estimated $244K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Dynatrace in Q4 2020 and held it in 4 quarters.
  • Edmonds Duncan Registered Investment Advisors's Dynatrace position peaked at $298K in Q3 2021.
  • 382 funds tracked by Wall St. Rank held Dynatrace as of Q1 2022.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.