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Plante Moran Financial Advisors’s Dynatrace DT Stock Holding History

Plante Moran Financial 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
-126
Closed -$5K – 902
2022
Q2 		$5K Buy
+126
New +$5.02K ﹤0.01% 707

Other funds holding DT

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
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

Plante Moran Financial Advisors's DT Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Dynatrace (DT) in Q3 2022, closing a stake of 126 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in DT in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 378 funds tracked by Wall St. Rank hold DT as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Dynatrace position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 126 Dynatrace shares in Q3 2022, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Dynatrace in Q2 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Dynatrace position peaked at $5K in Q2 2022.
  • 378 funds tracked by Wall St. Rank held Dynatrace as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.