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Loring Wolcott & Coolidge Fiduciary Advisors’s Dynatrace DT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		– Sell
-21
Closed -$1K – 653
2021
Q4 		$1K Hold
21
– – ﹤0.01% 709
2021
Q3 		$1K Hold
21
– – ﹤0.01% 730
2021
Q2 		$1K Buy
+21
New +$1.1K ﹤0.01% 924

Other funds holding DT

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Loring Wolcott & Coolidge Fiduciary Advisors's DT Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Dynatrace (DT) in Q1 2022, closing a stake of 21 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DT in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 382 funds tracked by Wall St. Rank hold DT as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Dynatrace position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 21 Dynatrace shares in Q1 2022, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Dynatrace in Q2 2021 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Dynatrace position peaked at $1K in Q4 2021.
  • 382 funds tracked by Wall St. Rank held Dynatrace as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.