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Robertson Stephens Wealth Management’s Dynatrace DT Stock Holding History

Robertson Stephens Wealth Management’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
Q4 		– Sell
-8,381
Closed -$448K – 587
2024
Q3 		$448K Buy
+8,381
New +$399K 0.02% 441

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Robertson Stephens Wealth Management's DT Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Dynatrace (DT) in Q4 2024, closing a stake of 8,381 shares — an estimated $448K sold.

Robertson Stephens Wealth Management first reported a position in DT in Q3 2024 and held it in 1 quarter. The position peaked at $448K in Q3 2024. 578 funds tracked by Wall St. Rank hold DT as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Dynatrace position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 8,381 Dynatrace shares in Q4 2024, an estimated $448K.
  • Robertson Stephens Wealth Management first reported a position in Dynatrace in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Dynatrace position peaked at $448K in Q3 2024.
  • 578 funds tracked by Wall St. Rank held Dynatrace as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.