Safeguard Financial’s Dynatrace DT Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-233	Closed	-$11K	–	194
2023 Q2	$11K	Buy	+233	New	+$10.9K	0.01%	324

Other funds holding DT

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Safeguard Financial's DT Position: Q3 2023 in Review

Safeguard Financial sold out of Dynatrace (DT) in Q3 2023, closing a stake of 233 shares — an estimated $11K sold.

Safeguard Financial first reported a position in DT in Q2 2023 and held it in 1 quarter. The position peaked at $11K in Q2 2023. 459 funds tracked by Wall St. Rank hold DT as of Q3 2023.

Safeguard Financial reported no remaining Dynatrace position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 233 Dynatrace shares in Q3 2023, an estimated $11K.
Safeguard Financial first reported a position in Dynatrace in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Dynatrace position peaked at $11K in Q2 2023.
459 funds tracked by Wall St. Rank held Dynatrace as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.