Evolution Wealth Advisors’s Dynatrace DT Stock Holding History

Evolution Wealth 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
2021 Q3	–	Sell	-228	Closed	-$13K	–	667
2021 Q2	$13K	Buy	+228	New	+$11.9K	﹤0.01%	363
2021 Q1	–	Sell	-300	Closed	-$13K	–	648
2020 Q4	$13K	Buy	300 +28	+10%	+$1.11K	﹤0.01%	321
2020 Q3	$11K	Buy	+272	New	+$11.1K	﹤0.01%	338

Other funds holding DT

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Evolution Wealth Advisors's DT Position: Q3 2021 in Review

Evolution Wealth Advisors sold out of Dynatrace (DT) in Q3 2021, closing a stake of 228 shares — an estimated $13K sold.

Evolution Wealth Advisors first reported a position in DT in Q3 2020 and held it in 3 quarters. The position peaked at $13K in Q2 2021. 375 funds tracked by Wall St. Rank hold DT as of Q3 2021.

Evolution Wealth Advisors reported no remaining Dynatrace position as of Q3 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 228 Dynatrace shares in Q3 2021, an estimated $13K.
Evolution Wealth Advisors first reported a position in Dynatrace in Q3 2020 and held it in 3 quarters.
Evolution Wealth Advisors's Dynatrace position peaked at $13K in Q2 2021.
375 funds tracked by Wall St. Rank held Dynatrace as of Q3 2021.

Based on Evolution Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.