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Glassman Wealth Services’s Dynatrace DT Stock Holding History

Glassman Wealth Services’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
-140
Closed -$7.66K – 664
2023
Q4 		$7.66K Buy
140
+7
+5% +$354 ﹤0.01% 950
2023
Q3 		$6.21K Buy
133
+6
+5% +$295 ﹤0.01% 994
2023
Q2 		$6.54K Hold
127
– – ﹤0.01% 927
2023
Q1 		$5.37K Buy
127
+5
+4% +$202 ﹤0.01% 980
2022
Q4 		$4.67K Buy
122
+29
+31% +$1.05K ﹤0.01% 1031
2022
Q3 		$3K Buy
93
+21
+29% +$812 ﹤0.01% 1120
2022
Q2 		$3K Buy
72
+49
+213% +$1.95K ﹤0.01% 1131
2022
Q1 		$1K Sell
23
-11
-32% -$518 ﹤0.01% 1375
2021
Q4 		$2K Buy
34
+32
+1,600% +$2.18K ﹤0.01% 1188
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1641
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1498
2021
Q1 		$0 Buy
+2
New +$97 ﹤0.01% 1444
2020
Q4 		– Sell
-8
Closed – – 1388
2020
Q3 		$0 Hold
8
– – ﹤0.01% 1364
2020
Q2 		$0 Buy
+8
New +$263 ﹤0.01% 1300

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

Glassman Wealth Services's DT Position: Q1 2024 in Review

Glassman Wealth Services sold out of Dynatrace (DT) in Q1 2024, closing a stake of 140 shares — an estimated $7.66K sold.

Glassman Wealth Services first reported a position in DT in Q2 2020 and held it in 14 quarters. The position peaked at $7.66K in Q4 2023. 542 funds tracked by Wall St. Rank hold DT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Dynatrace position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 140 Dynatrace shares in Q1 2024, an estimated $7.66K.
  • Glassman Wealth Services first reported a position in Dynatrace in Q2 2020 and held it in 14 quarters.
  • Glassman Wealth Services's Dynatrace position peaked at $7.66K in Q4 2023.
  • 542 funds tracked by Wall St. Rank held Dynatrace as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.