WFA
DT icon

Wipfli Financial Advisors’s Dynatrace DT Stock Holding History

Wipfli 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 		$30K Buy
+863
New +$33.4K ﹤0.01% 1371

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

Wipfli Financial Advisors's DT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Dynatrace (DT) in Q3 2022: 863 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1371 among its holdings.

378 funds tracked by Wall St. Rank hold DT as of Q3 2022.

  • Wipfli Financial Advisors held 863 shares of Dynatrace worth $30K as of Q3 2022.
  • Dynatrace was a new Wipfli Financial Advisors position in Q3 2022.
  • Dynatrace made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1371 holding.
  • 378 funds tracked by Wall St. Rank held Dynatrace as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.