JP Morgan Private Wealth Advisors’s Dynatrace DT Stock Holding History

JP Morgan Private 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
2023 Q3	$423K	Buy	9,058 +5,068	+127%	+$249K	﹤0.01%	1314
2023 Q2	$205K	Buy	+3,990	New	+$187K	﹤0.01%	1383
2022 Q1	–	Sell	-3,346	Closed	-$202K	–	2022
2021 Q4	$202K	Sell	3,346 -21,915	-87%	-$1.49M	﹤0.01%	1905
2021 Q3	$1.79M	Buy	+25,261	New	+$1.66M	﹤0.01%	941
2020 Q4	–	Sell	-181,217	Closed	-$7.43M	–	1717
2020 Q3	$7.43M	Buy	181,217 +171,278	+1,723%	+$7.01M	0.03%	377
2020 Q2	$404K	Buy	+9,939	New	+$327K	﹤0.01%	1197

Other funds holding DT

Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DT Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Dynatrace (DT) stake by 127% in Q3 2023, buying an estimated $249K and bringing the position to 9,058 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

JP Morgan Private Wealth Advisors first reported a position in DT in Q2 2020 and has held it in 6 quarters since. The position peaked at $7.43M in Q3 2020. 459 funds tracked by Wall St. Rank hold DT as of Q3 2023.

JP Morgan Private Wealth Advisors held 9,058 shares of Dynatrace worth $423K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 5,068 Dynatrace shares in Q3 2023, an estimated $249K.
Dynatrace made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1314 holding.
JP Morgan Private Wealth Advisors first reported a position in Dynatrace in Q2 2020 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Dynatrace position peaked at $7.43M in Q3 2020.
459 funds tracked by Wall St. Rank held Dynatrace as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.