PCS
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Personal CFO Solutions’s Dynatrace DT Stock Holding History

Personal CFO Solutions’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
Q1 		– Sell
-5,728
Closed -$248K – 415
2020
Q4 		$248K Buy
5,728
+281
+5% +$11.2K 0.06% 290
2020
Q3 		$0 Buy
5,447
+48
+0.9% +$1.97K ﹤0.01% 188
2020
Q2 		$219K Buy
+5,399
New +$178K 0.06% 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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Personal CFO Solutions's DT Position: Q1 2021 in Review

Personal CFO Solutions sold out of Dynatrace (DT) in Q1 2021, closing a stake of 5,728 shares — an estimated $248K sold.

Personal CFO Solutions first reported a position in DT in Q2 2020 and held it in 3 quarters. The position peaked at $248K in Q4 2020. 367 funds tracked by Wall St. Rank hold DT as of Q1 2021.

  • Personal CFO Solutions reported no remaining Dynatrace position as of Q1 2021 after selling out during the quarter.
  • Personal CFO Solutions sold 5,728 Dynatrace shares in Q1 2021, an estimated $248K.
  • Personal CFO Solutions first reported a position in Dynatrace in Q2 2020 and held it in 3 quarters.
  • Personal CFO Solutions's Dynatrace position peaked at $248K in Q4 2020.
  • 367 funds tracked by Wall St. Rank held Dynatrace as of Q1 2021.

Based on Personal CFO Solutions's 13F filing for Q1 2021, filed 21 Apr 2021.