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TriaGen Wealth Management’s Dynatrace DT Stock Holding History

TriaGen Wealth Management’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
2022
Q4 		– Sell
-7,544
Closed -$263K – 171
2022
Q3 		$263K Hold
7,544
– – 0.15% 133
2022
Q2 		$298K Buy
+7,544
New +$300K 0.21% 111

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TriaGen Wealth Management's DT Position: Q4 2022 in Review

TriaGen Wealth Management sold out of Dynatrace (DT) in Q4 2022, closing a stake of 7,544 shares — an estimated $263K sold.

TriaGen Wealth Management first reported a position in DT in Q2 2022 and held it in 2 quarters. The position peaked at $298K in Q2 2022. 390 funds tracked by Wall St. Rank hold DT as of Q4 2022.

  • TriaGen Wealth Management reported no remaining Dynatrace position as of Q4 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 7,544 Dynatrace shares in Q4 2022, an estimated $263K.
  • TriaGen Wealth Management first reported a position in Dynatrace in Q2 2022 and held it in 2 quarters.
  • TriaGen Wealth Management's Dynatrace position peaked at $298K in Q2 2022.
  • 390 funds tracked by Wall St. Rank held Dynatrace as of Q4 2022.

Based on TriaGen Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.