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Valeo Financial Advisors’s Dynatrace DT Stock Holding History

Valeo Financial 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
2020
Q4 		– Sell
-1,000
Closed -$41K – 1710
2020
Q3 		$41K Sell
1,000
-50
-5% -$2.05K ﹤0.01% 716
2020
Q2 		$43K Buy
+1,050
New +$34.5K ﹤0.01% 787

Other funds holding DT

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Valeo Financial Advisors's DT Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Dynatrace (DT) in Q4 2020, closing a stake of 1,000 shares — an estimated $41K sold.

Valeo Financial Advisors first reported a position in DT in Q2 2020 and held it in 2 quarters. The position peaked at $43K in Q2 2020. 341 funds tracked by Wall St. Rank hold DT as of Q4 2020.

  • Valeo Financial Advisors reported no remaining Dynatrace position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,000 Dynatrace shares in Q4 2020, an estimated $41K.
  • Valeo Financial Advisors first reported a position in Dynatrace in Q2 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Dynatrace position peaked at $43K in Q2 2020.
  • 341 funds tracked by Wall St. Rank held Dynatrace as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.