SPC
DT icon

Sigma Planning Corp’s Dynatrace DT Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-20,117
Closed -$970K – 1433
2021
Q1 		$970K Sell
20,117
-819
-4% -$39.7K 0.03% 509
2020
Q4 		$906K Buy
20,936
+884
+4% +$35.1K 0.03% 469
2020
Q3 		$823K Sell
20,052
-9,139
-31% -$374K 0.03% 455
2020
Q2 		$1.19M Sell
29,191
-3,648
-11% -$120K 0.05% 343
2020
Q1 		$783K Sell
32,839
-403
-1% -$11.6K 0.05% 371
2019
Q4 		$841K Buy
+33,242
New +$730K 0.04% 451

Other funds holding DT

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 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

Sigma Planning Corp's DT Position: Q2 2021 in Review

Sigma Planning Corp sold out of Dynatrace (DT) in Q2 2021, closing a stake of 20,117 shares — an estimated $970K sold.

Sigma Planning Corp first reported a position in DT in Q4 2019 and held it in 6 quarters. The position peaked at $1.19M in Q2 2020. 368 funds tracked by Wall St. Rank hold DT as of Q2 2021.

  • Sigma Planning Corp reported no remaining Dynatrace position as of Q2 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 20,117 Dynatrace shares in Q2 2021, an estimated $970K.
  • Sigma Planning Corp first reported a position in Dynatrace in Q4 2019 and held it in 6 quarters.
  • Sigma Planning Corp's Dynatrace position peaked at $1.19M in Q2 2020.
  • 368 funds tracked by Wall St. Rank held Dynatrace as of Q2 2021.

Based on Sigma Planning Corp's 13F filing for Q2 2021, filed 13 Aug 2021.