Level Four Advisory Services’s Dynatrace DT Stock Holding History

Level Four Advisory 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
2023 Q3	–	Sell	-13,255	Closed	-$682K	–	774
2023 Q2	$682K	Buy	+13,255	New	+$621K	0.04%	390
2021 Q4	–	Sell	-5,091	Closed	-$361K	–	655
2021 Q3	$361K	Buy	+5,091	New	+$334K	0.04%	353

Other funds holding DT

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Level Four Advisory Services's DT Position: Q3 2023 in Review

Level Four Advisory Services sold out of Dynatrace (DT) in Q3 2023, closing a stake of 13,255 shares — an estimated $682K sold.

Level Four Advisory Services first reported a position in DT in Q3 2021 and held it in 2 quarters. The position peaked at $682K in Q2 2023. 459 funds tracked by Wall St. Rank hold DT as of Q3 2023.

Level Four Advisory Services reported no remaining Dynatrace position as of Q3 2023 after selling out during the quarter.
Level Four Advisory Services sold 13,255 Dynatrace shares in Q3 2023, an estimated $682K.
Level Four Advisory Services first reported a position in Dynatrace in Q3 2021 and held it in 2 quarters.
Level Four Advisory Services's Dynatrace position peaked at $682K in Q2 2023.
459 funds tracked by Wall St. Rank held Dynatrace as of Q3 2023.

Based on Level Four Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.