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Money Concepts Capital’s Dynatrace DT Stock Holding History

Money Concepts Capital’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
2024
Q1 		– Sell
-10,466
Closed -$572K – 385
2023
Q4 		$572K Buy
10,466
+3,039
+41% +$154K 0.05% 258
2023
Q3 		$347K Buy
7,427
+1,686
+29% +$82.8K 0.04% 284
2023
Q2 		$295K Buy
+5,741
New +$269K 0.03% 305
2023
Q1 		– Sell
-214
Closed -$8.2K – 1106
2022
Q4 		$8.2K Sell
214
-9,890
-98% -$359K ﹤0.01% 2110
2022
Q3 		$352K Buy
10,104
+112
+1% +$4.33K 0.02% 342
2022
Q2 		$410K Buy
9,992
+253
+3% +$10.1K 0.04% 310
2022
Q1 		$459K Buy
9,739
+4,028
+71% +$190K 0.03% 468
2021
Q4 		$345K Buy
+5,711
New +$389K 0.03% 371

Other funds holding DT

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Money Concepts Capital's DT Position: Q1 2024 in Review

Money Concepts Capital sold out of Dynatrace (DT) in Q1 2024, closing a stake of 10,466 shares — an estimated $572K sold.

Money Concepts Capital first reported a position in DT in Q4 2021 and held it in 8 quarters. The position peaked at $572K in Q4 2023. 542 funds tracked by Wall St. Rank hold DT as of Q1 2024.

  • Money Concepts Capital reported no remaining Dynatrace position as of Q1 2024 after selling out during the quarter.
  • Money Concepts Capital sold 10,466 Dynatrace shares in Q1 2024, an estimated $572K.
  • Money Concepts Capital first reported a position in Dynatrace in Q4 2021 and held it in 8 quarters.
  • Money Concepts Capital's Dynatrace position peaked at $572K in Q4 2023.
  • 542 funds tracked by Wall St. Rank held Dynatrace as of Q1 2024.

Based on Money Concepts Capital's 13F filing for Q1 2024, filed 1 May 2024.