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Valley National Advisers’s Dynatrace DT Stock Holding History

Valley National Advisers’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
-45
Closed -$2K – 854
2024
Q2 		$2K Buy
45
+15
+50% +$691 ﹤0.01% 894
2024
Q1 		$1K Sell
30
-10
-25% -$521 ﹤0.01% 1066
2023
Q4 		$2K Buy
40
+20
+100% +$1.01K ﹤0.01% 931
2023
Q3 		$1K Buy
+20
New +$982 ﹤0.01% 915

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

Valley National Advisers's DT Position: Q3 2024 in Review

Valley National Advisers sold out of Dynatrace (DT) in Q3 2024, closing a stake of 45 shares — an estimated $2K sold.

Valley National Advisers first reported a position in DT in Q3 2023 and held it in 4 quarters. The position peaked at $2K in Q2 2024. 530 funds tracked by Wall St. Rank hold DT as of Q3 2024.

  • Valley National Advisers reported no remaining Dynatrace position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 45 Dynatrace shares in Q3 2024, an estimated $2K.
  • Valley National Advisers first reported a position in Dynatrace in Q3 2023 and held it in 4 quarters.
  • Valley National Advisers's Dynatrace position peaked at $2K in Q2 2024.
  • 530 funds tracked by Wall St. Rank held Dynatrace as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.