SWA
DT icon

Sutton Wealth Advisors’s Dynatrace DT Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-15
Closed -$575 – 1017
2022
Q4 		$575 Buy
15
+8
+114% +$291 ﹤0.01% 1461
2022
Q3 		$244 Buy
+7
New +$271 ﹤0.01% 1541

Other funds holding DT

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Sutton Wealth Advisors's DT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Dynatrace (DT) in Q1 2023, closing a stake of 15 shares — an estimated $575 sold.

Sutton Wealth Advisors first reported a position in DT in Q3 2022 and held it in 2 quarters. The position peaked at $575 in Q4 2022. 428 funds tracked by Wall St. Rank hold DT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Dynatrace position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 15 Dynatrace shares in Q1 2023, an estimated $575.
  • Sutton Wealth Advisors first reported a position in Dynatrace in Q3 2022 and held it in 2 quarters.
  • Sutton Wealth Advisors's Dynatrace position peaked at $575 in Q4 2022.
  • 428 funds tracked by Wall St. Rank held Dynatrace as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.