Next Financial Group’s Dynatrace DT Stock Holding History

Next Financial Group’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 Q4	$48K	Buy	800 +460	+135%	+$31.3K	﹤0.01%	1488
2021 Q3	$24K	Sell	340 -52	-13%	-$3.41K	﹤0.01%	1729
2021 Q2	$23K	Sell	392 -2,283	-85%	-$119K	﹤0.01%	1691
2021 Q1	$129K	Sell	2,675 -472	-15%	-$22.9K	0.01%	920
2020 Q4	$136K	Sell	3,147 -1,804	-36%	-$71.6K	0.01%	861
2020 Q3	$203K	Sell	4,951 -762	-13%	-$31.2K	0.02%	615
2020 Q2	$236K	Buy	+5,713	New	+$188K	0.03%	480

Other funds holding DT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Next Financial Group's DT Position: Q4 2021 in Review

Next Financial Group increased its Dynatrace (DT) stake by 135% in Q4 2021, buying an estimated $31.3K and bringing the position to 800 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Next Financial Group first reported a position in DT in Q2 2020 and has held it in 7 quarters since. The position peaked at $236K in Q2 2020. 396 funds tracked by Wall St. Rank hold DT as of Q4 2021.

Next Financial Group held 800 shares of Dynatrace worth $48K as of Q4 2021.
Next Financial Group bought 460 Dynatrace shares in Q4 2021, an estimated $31.3K.
Dynatrace made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1488 holding.
Next Financial Group first reported a position in Dynatrace in Q2 2020 and has held it in 7 quarters since.
Next Financial Group's Dynatrace position peaked at $236K in Q2 2020.
396 funds tracked by Wall St. Rank held Dynatrace as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.