TCI Wealth Advisors’s Dynatrace DT Stock Holding History

TCI 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 Q2	–	Sell	-6	Closed	-$254	–	767
2023 Q1	$254	Hold	6	–	–	﹤0.01%	2304
2022 Q4	$230	Sell	6 -2	-25%	-$73	﹤0.01%	2319
2022 Q3	$0	Buy	+8	New	+$309	﹤0.01%	2319

Other funds holding DT

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

TCI Wealth Advisors's DT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Dynatrace (DT) in Q2 2023, closing a stake of 6 shares — an estimated $254 sold.

TCI Wealth Advisors first reported a position in DT in Q3 2022 and held it in 3 quarters. The position peaked at $254 in Q1 2023. 472 funds tracked by Wall St. Rank hold DT as of Q2 2023.

TCI Wealth Advisors reported no remaining Dynatrace position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 6 Dynatrace shares in Q2 2023, an estimated $254.
TCI Wealth Advisors first reported a position in Dynatrace in Q3 2022 and held it in 3 quarters.
TCI Wealth Advisors's Dynatrace position peaked at $254 in Q1 2023.
472 funds tracked by Wall St. Rank held Dynatrace as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.