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Tyler-Stone Wealth Management’s Dynatrace DT Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-100
Closed -$4.47K – 464
2024
Q2 		$4.47K Hold
100
– – ﹤0.01% 775
2024
Q1 		$4.64K Buy
+100
New +$5.21K ﹤0.01% 765

Other funds holding DT

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tyler-Stone Wealth Management's DT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Dynatrace (DT) in Q3 2024, closing a stake of 100 shares — an estimated $4.47K sold.

Tyler-Stone Wealth Management first reported a position in DT in Q1 2024 and held it in 2 quarters. The position peaked at $4.64K in Q1 2024. 530 funds tracked by Wall St. Rank hold DT as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Dynatrace position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 100 Dynatrace shares in Q3 2024, an estimated $4.47K.
  • Tyler-Stone Wealth Management first reported a position in Dynatrace in Q1 2024 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's Dynatrace position peaked at $4.64K in Q1 2024.
  • 530 funds tracked by Wall St. Rank held Dynatrace as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.