WR Wealth Planners’s Dynatrace DT Stock Holding History

WR Wealth Planners’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 Q4	$1.3K	Hold	24	–	–	﹤0.01%	905
2024 Q3	$1.28K	Buy	+24	New	+$1.14K	﹤0.01%	951

Other funds holding DT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's DT Position: Q4 2024 in Review

WR Wealth Planners held its Dynatrace (DT) position steady in Q4 2024 at 24 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

WR Wealth Planners first reported a position in DT in Q3 2024 and has held it in 2 quarters since. 578 funds tracked by Wall St. Rank hold DT as of Q4 2024.

WR Wealth Planners held 24 shares of Dynatrace worth $1.3K as of Q4 2024.
WR Wealth Planners left its Dynatrace share count unchanged in Q4 2024.
Dynatrace made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #905 holding.
WR Wealth Planners first reported a position in Dynatrace in Q3 2024 and has held it in 2 quarters since.
578 funds tracked by Wall St. Rank held Dynatrace as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.