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Wealth Management Associates’s Dynatrace DT Stock Holding History

Wealth Management Associates’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
Q1 		– Sell
-4,938
Closed -$270K – 208
2023
Q4 		$270K Buy
+4,938
New +$250K 0.14% 155

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealth Management Associates's DT Position: Q1 2024 in Review

Wealth Management Associates sold out of Dynatrace (DT) in Q1 2024, closing a stake of 4,938 shares — an estimated $270K sold.

Wealth Management Associates first reported a position in DT in Q4 2023 and held it in 1 quarter. The position peaked at $270K in Q4 2023. 542 funds tracked by Wall St. Rank hold DT as of Q1 2024.

  • Wealth Management Associates reported no remaining Dynatrace position as of Q1 2024 after selling out during the quarter.
  • Wealth Management Associates sold 4,938 Dynatrace shares in Q1 2024, an estimated $270K.
  • Wealth Management Associates first reported a position in Dynatrace in Q4 2023 and held it in 1 quarter.
  • Wealth Management Associates's Dynatrace position peaked at $270K in Q4 2023.
  • 542 funds tracked by Wall St. Rank held Dynatrace as of Q1 2024.

Based on Wealth Management Associates's 13F filing for Q1 2024, filed 28 May 2025.