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Wealth Management Partners’s Dynatrace DT Stock Holding History

Wealth Management Partners’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
2021
Q2 		– Sell
-4,923
Closed -$245K – 117
2021
Q1 		$245K Buy
4,923
+167
+4% +$8.1K 0.18% 104
2020
Q4 		$207K Buy
+4,756
New +$189K 0.16% 113

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Wealth Management Partners's DT Position: Q2 2021 in Review

Wealth Management Partners sold out of Dynatrace (DT) in Q2 2021, closing a stake of 4,923 shares — an estimated $245K sold.

Wealth Management Partners first reported a position in DT in Q4 2020 and held it in 2 quarters. The position peaked at $245K in Q1 2021. 368 funds tracked by Wall St. Rank hold DT as of Q2 2021.

  • Wealth Management Partners reported no remaining Dynatrace position as of Q2 2021 after selling out during the quarter.
  • Wealth Management Partners sold 4,923 Dynatrace shares in Q2 2021, an estimated $245K.
  • Wealth Management Partners first reported a position in Dynatrace in Q4 2020 and held it in 2 quarters.
  • Wealth Management Partners's Dynatrace position peaked at $245K in Q1 2021.
  • 368 funds tracked by Wall St. Rank held Dynatrace as of Q2 2021.

Based on Wealth Management Partners's 13F filing for Q2 2021, filed 14 Jul 2021.