SkyOak Wealth’s Dynatrace DT Stock Holding History

SkyOak Wealth’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 Q4	–	Sell	-5,445	Closed	-$386K	–	249
2021 Q3	$386K	Buy	+5,445	New	+$357K	0.1%	149

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SkyOak Wealth's DT Position: Q4 2021 in Review

SkyOak Wealth sold out of Dynatrace (DT) in Q4 2021, closing a stake of 5,445 shares — an estimated $386K sold.

SkyOak Wealth first reported a position in DT in Q3 2021 and held it in 1 quarter. The position peaked at $386K in Q3 2021. 396 funds tracked by Wall St. Rank hold DT as of Q4 2021.

SkyOak Wealth reported no remaining Dynatrace position as of Q4 2021 after selling out during the quarter.
SkyOak Wealth sold 5,445 Dynatrace shares in Q4 2021, an estimated $386K.
SkyOak Wealth first reported a position in Dynatrace in Q3 2021 and held it in 1 quarter.
SkyOak Wealth's Dynatrace position peaked at $386K in Q3 2021.
396 funds tracked by Wall St. Rank held Dynatrace as of Q4 2021.

Based on SkyOak Wealth's 13F filing for Q4 2021, filed 24 Jan 2022.