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Granite Bay Wealth Management’s Dynatrace DT Stock Holding History

Granite Bay 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
2023
Q4 		– Sell
-7,002
Closed -$348K – 308
2023
Q3 		$348K Buy
+7,002
New +$344K ﹤0.01% 279

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
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Granite Bay Wealth Management's DT Position: Q4 2023 in Review

Granite Bay Wealth Management sold out of Dynatrace (DT) in Q4 2023, closing a stake of 7,002 shares — an estimated $348K sold.

Granite Bay Wealth Management first reported a position in DT in Q3 2023 and held it in 1 quarter. The position peaked at $348K in Q3 2023. 513 funds tracked by Wall St. Rank hold DT as of Q4 2023.

  • Granite Bay Wealth Management reported no remaining Dynatrace position as of Q4 2023 after selling out during the quarter.
  • Granite Bay Wealth Management sold 7,002 Dynatrace shares in Q4 2023, an estimated $348K.
  • Granite Bay Wealth Management first reported a position in Dynatrace in Q3 2023 and held it in 1 quarter.
  • Granite Bay Wealth Management's Dynatrace position peaked at $348K in Q3 2023.
  • 513 funds tracked by Wall St. Rank held Dynatrace as of Q4 2023.

Based on Granite Bay Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.