Planned Solutions’s Dynatrace DT Stock Holding History

Planned 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
2024 Q1	–	Sell	-700	Closed	-$38.3K	–	208
2023 Q4	$38.3K	Buy	+700	New	+$35.4K	0.02%	310

Other funds holding DT

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Planned Solutions's DT Position: Q1 2024 in Review

Planned Solutions sold out of Dynatrace (DT) in Q1 2024, closing a stake of 700 shares — an estimated $38.3K sold.

Planned Solutions first reported a position in DT in Q4 2023 and held it in 1 quarter. The position peaked at $38.3K in Q4 2023. 542 funds tracked by Wall St. Rank hold DT as of Q1 2024.

Planned Solutions reported no remaining Dynatrace position as of Q1 2024 after selling out during the quarter.
Planned Solutions sold 700 Dynatrace shares in Q1 2024, an estimated $38.3K.
Planned Solutions first reported a position in Dynatrace in Q4 2023 and held it in 1 quarter.
Planned Solutions's Dynatrace position peaked at $38.3K in Q4 2023.
542 funds tracked by Wall St. Rank held Dynatrace as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.