Patriot Financial Group Insurance Agency’s Dynatrace DT Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-244	Closed	-$10K	–	808
2022 Q2	$10K	Sell	244 -55	-18%	-$2.19K	﹤0.01%	1232
2022 Q1	$14K	Sell	299 -195	-39%	-$9.18K	﹤0.01%	1227
2021 Q4	$30K	Hold	494	–	–	0.01%	1057
2021 Q3	$35K	Buy	494 +117	+31%	+$7.67K	0.01%	1001
2021 Q2	$22K	Buy	377 +28	+8%	+$1.46K	﹤0.01%	1130
2021 Q1	$17K	Hold	349	–	–	﹤0.01%	1163
2020 Q4	$15K	Hold	349	–	–	﹤0.01%	1077
2020 Q3	$14K	Sell	349 -200	-36%	-$8.19K	﹤0.01%	917
2020 Q2	$22K	Buy	+549	New	+$18.1K	0.01%	718

Other funds holding DT

Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Dynatrace (DT) in Q3 2022, closing a stake of 244 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in DT in Q2 2020 and held it in 9 quarters. The position peaked at $35K in Q3 2021. 378 funds tracked by Wall St. Rank hold DT as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Dynatrace position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 244 Dynatrace shares in Q3 2022, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in Dynatrace in Q2 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's Dynatrace position peaked at $35K in Q3 2021.
378 funds tracked by Wall St. Rank held Dynatrace as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.