Regent Peak Wealth Advisors’s Dynatrace DT Stock Holding History

Regent Peak Wealth Advisors’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	-7	Closed	–	–	366
2020 Q4	$0	Buy	+7	New	+$278	﹤0.01%	1071

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

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 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

Regent Peak Wealth Advisors's DT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Dynatrace (DT) in Q1 2021, closing a stake of 7 shares.

Regent Peak Wealth Advisors first reported a position in DT in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 367 funds tracked by Wall St. Rank hold DT as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Dynatrace position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 7 Dynatrace shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in Dynatrace in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Dynatrace position peaked at $0 in Q4 2020.
367 funds tracked by Wall St. Rank held Dynatrace as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.