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Institutional & Family Asset Management’s Dynatrace DT Stock Holding History

Institutional & Family Asset 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
2023
Q4 		– Sell
-43
Closed -$2.01K – 719
2023
Q3 		$2.01K Buy
+43
New +$2.11K ﹤0.01% 554

Other funds holding DT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Institutional & Family Asset Management's DT Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of Dynatrace (DT) in Q4 2023, closing a stake of 43 shares — an estimated $2.01K sold.

Institutional & Family Asset Management first reported a position in DT in Q3 2023 and held it in 1 quarter. The position peaked at $2.01K in Q3 2023. 513 funds tracked by Wall St. Rank hold DT as of Q4 2023.

  • Institutional & Family Asset Management reported no remaining Dynatrace position as of Q4 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 43 Dynatrace shares in Q4 2023, an estimated $2.01K.
  • Institutional & Family Asset Management first reported a position in Dynatrace in Q3 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's Dynatrace position peaked at $2.01K in Q3 2023.
  • 513 funds tracked by Wall St. Rank held Dynatrace as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.