EP Wealth Advisors’s Dynatrace DT Stock Holding History

EP Wealth Advisors’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
2022 Q3	–	Sell	-11,874	Closed	-$468K	–	411
2022 Q2	$468K	Buy	+11,874	New	+$473K	0.01%	385

Other funds holding DT

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

EP Wealth Advisors's DT Position: Q3 2022 in Review

EP Wealth Advisors sold out of Dynatrace (DT) in Q3 2022, closing a stake of 11,874 shares — an estimated $468K sold.

EP Wealth Advisors first reported a position in DT in Q2 2022 and held it in 1 quarter. The position peaked at $468K in Q2 2022. 378 funds tracked by Wall St. Rank hold DT as of Q3 2022.

EP Wealth Advisors reported no remaining Dynatrace position as of Q3 2022 after selling out during the quarter.
EP Wealth Advisors sold 11,874 Dynatrace shares in Q3 2022, an estimated $468K.
EP Wealth Advisors first reported a position in Dynatrace in Q2 2022 and held it in 1 quarter.
EP Wealth Advisors's Dynatrace position peaked at $468K in Q2 2022.
378 funds tracked by Wall St. Rank held Dynatrace as of Q3 2022.

Based on EP Wealth Advisors's 13F filing for Q3 2022, filed 2 Dec 2022.