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Bartlett & Co Wealth Management’s Definitive Healthcare DH Stock Holding History

Bartlett & Co Wealth Management’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-84
Closed -$1.93K – 1203
2022
Q2 		$1.93K Buy
+84
New +$1.8K ﹤0.01% 1183

Other funds holding DH

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
SEM
Spectrum Equity Management San Francisco, California $39.1M AUM 63.69% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bartlett & Co Wealth Management's DH Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Definitive Healthcare (DH) in Q3 2022, closing a stake of 84 shares — an estimated $1.93K sold.

Bartlett & Co Wealth Management first reported a position in DH in Q2 2022 and held it in 1 quarter. The position peaked at $1.93K in Q2 2022. 123 funds tracked by Wall St. Rank hold DH as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Definitive Healthcare position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 84 Definitive Healthcare shares in Q3 2022, an estimated $1.93K.
  • Bartlett & Co Wealth Management first reported a position in Definitive Healthcare in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Definitive Healthcare position peaked at $1.93K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.