Sunbelt Securities’s Dynatrace DT Stock Holding History

Sunbelt Securities’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 Q4	–	Sell	-400	Closed	-$18.7K	–	1732
2023 Q3	$18.7K	Hold	400	–	–	﹤0.01%	1032
2023 Q2	$20.6K	Hold	400	–	–	﹤0.01%	1013
2023 Q1	$16.2K	Buy	+400	New	+$16.2K	﹤0.01%	1008

Other funds holding DT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sunbelt Securities's DT Position: Q4 2023 in Review

Sunbelt Securities sold out of Dynatrace (DT) in Q4 2023, closing a stake of 400 shares — an estimated $18.7K sold.

Sunbelt Securities first reported a position in DT in Q1 2023 and held it in 3 quarters. The position peaked at $20.6K in Q2 2023. 513 funds tracked by Wall St. Rank hold DT as of Q4 2023.

Sunbelt Securities reported no remaining Dynatrace position as of Q4 2023 after selling out during the quarter.
Sunbelt Securities sold 400 Dynatrace shares in Q4 2023, an estimated $18.7K.
Sunbelt Securities first reported a position in Dynatrace in Q1 2023 and held it in 3 quarters.
Sunbelt Securities's Dynatrace position peaked at $20.6K in Q2 2023.
513 funds tracked by Wall St. Rank held Dynatrace as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.