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Baker Tilly Wealth Management’s Dynatrace DT Stock Holding History

Baker Tilly Wealth Management’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
Q2 		– Sell
-6,660
Closed -$309K – 317
2024
Q1 		$309K Buy
+6,660
New +$347K 0.06% 338

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baker Tilly Wealth Management's DT Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Dynatrace (DT) in Q2 2024, closing a stake of 6,660 shares — an estimated $309K sold.

Baker Tilly Wealth Management first reported a position in DT in Q1 2024 and held it in 1 quarter. The position peaked at $309K in Q1 2024. 550 funds tracked by Wall St. Rank hold DT as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Dynatrace position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,660 Dynatrace shares in Q2 2024, an estimated $309K.
  • Baker Tilly Wealth Management first reported a position in Dynatrace in Q1 2024 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Dynatrace position peaked at $309K in Q1 2024.
  • 550 funds tracked by Wall St. Rank held Dynatrace as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.