SYSTM Wealth Solutions’s Dynatrace DT Stock Holding History

SYSTM Wealth Solutions’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 Q2	–	Sell	-3,242	Closed	-$151K	–	745
2024 Q1	$151K	Buy	3,242 +459	+16%	+$23.9K	0.02%	429
2023 Q4	$152K	Buy	+2,783	New	+$141K	0.02%	409

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SYSTM Wealth Solutions's DT Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Dynatrace (DT) in Q2 2024, closing a stake of 3,242 shares — an estimated $151K sold.

SYSTM Wealth Solutions first reported a position in DT in Q4 2023 and held it in 2 quarters. The position peaked at $152K in Q4 2023. 550 funds tracked by Wall St. Rank hold DT as of Q2 2024.

SYSTM Wealth Solutions reported no remaining Dynatrace position as of Q2 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 3,242 Dynatrace shares in Q2 2024, an estimated $151K.
SYSTM Wealth Solutions first reported a position in Dynatrace in Q4 2023 and held it in 2 quarters.
SYSTM Wealth Solutions's Dynatrace position peaked at $152K in Q4 2023.
550 funds tracked by Wall St. Rank held Dynatrace as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.