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Focused Wealth Management’s Dynatrace DT Stock Holding History

Focused Wealth Management’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
2024
Q1 		– Sell
-26
Closed -$1.42K – 396
2023
Q4 		$1.42K Hold
26
– – ﹤0.01% 813
2023
Q3 		$1.22K Hold
26
– – ﹤0.01% 827
2023
Q2 		$1.34K Hold
26
– – ﹤0.01% 848
2023
Q1 		$1.1K Sell
26
-17
-40% -$688 ﹤0.01% 857
2022
Q4 		$1.65K Buy
43
+17
+65% +$618 ﹤0.01% 803
2022
Q3 		$1K Hold
26
– – ﹤0.01% 827
2022
Q2 		$1K Hold
26
– – ﹤0.01% 811
2022
Q1 		$1K Hold
26
– – ﹤0.01% 865
2021
Q4 		$2K Hold
26
– – ﹤0.01% 797
2021
Q3 		$2K Hold
26
– – ﹤0.01% 801
2021
Q2 		$2K Buy
+26
New +$1.36K ﹤0.01% 808

Other funds holding DT

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Focused Wealth Management's DT Position: Q1 2024 in Review

Focused Wealth Management sold out of Dynatrace (DT) in Q1 2024, closing a stake of 26 shares — an estimated $1.42K sold.

Focused Wealth Management first reported a position in DT in Q2 2021 and held it in 11 quarters. The position peaked at $2K in Q4 2021. 542 funds tracked by Wall St. Rank hold DT as of Q1 2024.

  • Focused Wealth Management reported no remaining Dynatrace position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 26 Dynatrace shares in Q1 2024, an estimated $1.42K.
  • Focused Wealth Management first reported a position in Dynatrace in Q2 2021 and held it in 11 quarters.
  • Focused Wealth Management's Dynatrace position peaked at $2K in Q4 2021.
  • 542 funds tracked by Wall St. Rank held Dynatrace as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.