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Lenox Wealth Advisors’s Dynatrace DT Stock Holding History

Lenox 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
2022
Q1 		$2K Buy
+46
New +$2.17K ﹤0.01% 637
2021
Q3 		– Sell
-60
Closed -$4K – 731
2021
Q2 		$4K Buy
+60
New +$3.13K ﹤0.01% 583

Other funds holding DT

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Lenox Wealth Advisors's DT Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in Dynatrace (DT) in Q1 2022: 46 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in DT as recently as Q2 2021.

Lenox Wealth Advisors first reported a position in DT in Q2 2021 and has held it in 2 quarters since. The position peaked at $4K in Q2 2021. 382 funds tracked by Wall St. Rank hold DT as of Q1 2022.

  • Lenox Wealth Advisors held 46 shares of Dynatrace worth $2K as of Q1 2022.
  • Dynatrace was a new Lenox Wealth Advisors position in Q1 2022.
  • Dynatrace made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #637 holding.
  • Lenox Wealth Advisors first reported a position in Dynatrace in Q2 2021 and has held it in 2 quarters since.
  • Lenox Wealth Advisors's Dynatrace position peaked at $4K in Q2 2021.
  • 382 funds tracked by Wall St. Rank held Dynatrace as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.