Halpern Financial’s Dynatrace DT Stock Holding History

Halpern Financial’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	-122	Closed	-$5.7K	–	259
2023 Q3	$5.7K	Hold	122	–	–	﹤0.01%	182
2023 Q2	$6.28K	Buy	+122	New	+$5.72K	﹤0.01%	203

Other funds holding DT

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Halpern Financial's DT Position: Q4 2023 in Review

Halpern Financial sold out of Dynatrace (DT) in Q4 2023, closing a stake of 122 shares — an estimated $5.7K sold.

Halpern Financial first reported a position in DT in Q2 2023 and held it in 2 quarters. The position peaked at $6.28K in Q2 2023. 513 funds tracked by Wall St. Rank hold DT as of Q4 2023.

Halpern Financial reported no remaining Dynatrace position as of Q4 2023 after selling out during the quarter.
Halpern Financial sold 122 Dynatrace shares in Q4 2023, an estimated $5.7K.
Halpern Financial first reported a position in Dynatrace in Q2 2023 and held it in 2 quarters.
Halpern Financial's Dynatrace position peaked at $6.28K in Q2 2023.
513 funds tracked by Wall St. Rank held Dynatrace as of Q4 2023.

Based on Halpern Financial's 13F filing for Q4 2023, filed 19 Jan 2024.