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Liberty Wealth Management’s Dynatrace DT Stock Holding History

Liberty 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
2021
Q2 		– Sell
-813
Closed -$34K – 1088
2021
Q1 		$34K Hold
813
– – 0.02% 357
2020
Q4 		$34K Sell
813
-15
-2% -$596 0.02% 354
2020
Q3 		$34K Sell
828
-63
-7% -$2.58K 0.02% 300
2020
Q2 		$36K Buy
+891
New +$29.3K 0.03% 268

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Liberty Wealth Management's DT Position: Q2 2021 in Review

Liberty Wealth Management sold out of Dynatrace (DT) in Q2 2021, closing a stake of 813 shares — an estimated $34K sold.

Liberty Wealth Management first reported a position in DT in Q2 2020 and held it in 4 quarters. The position peaked at $36K in Q2 2020. 368 funds tracked by Wall St. Rank hold DT as of Q2 2021.

  • Liberty Wealth Management reported no remaining Dynatrace position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 813 Dynatrace shares in Q2 2021, an estimated $34K.
  • Liberty Wealth Management first reported a position in Dynatrace in Q2 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Dynatrace position peaked at $36K in Q2 2020.
  • 368 funds tracked by Wall St. Rank held Dynatrace as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.