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Sheaff Brock Investment Advisors’s Dynatrace DT Stock Holding History

Sheaff Brock Investment 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
2024
Q3 		– Sell
-5,734
Closed -$257K – 467
2024
Q2 		$257K Buy
5,734
+1,119
+24% +$51.6K 0.02% 345
2024
Q1 		$214K Buy
4,615
+429
+10% +$22.3K 0.01% 428
2023
Q4 		$229K Buy
+4,186
New +$212K 0.02% 394
2021
Q4 		– Sell
-2,899
Closed -$206K – 558
2021
Q3 		$206K Buy
+2,899
New +$190K 0.02% 488

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

Sheaff Brock Investment Advisors's DT Position: Q3 2024 in Review

Sheaff Brock Investment Advisors sold out of Dynatrace (DT) in Q3 2024, closing a stake of 5,734 shares — an estimated $257K sold.

Sheaff Brock Investment Advisors first reported a position in DT in Q3 2021 and held it in 4 quarters. The position peaked at $257K in Q2 2024. 530 funds tracked by Wall St. Rank hold DT as of Q3 2024.

  • Sheaff Brock Investment Advisors reported no remaining Dynatrace position as of Q3 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 5,734 Dynatrace shares in Q3 2024, an estimated $257K.
  • Sheaff Brock Investment Advisors first reported a position in Dynatrace in Q3 2021 and held it in 4 quarters.
  • Sheaff Brock Investment Advisors's Dynatrace position peaked at $257K in Q2 2024.
  • 530 funds tracked by Wall St. Rank held Dynatrace as of Q3 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.