Accurate Wealth Management’s DT Midstream DTM Stock Holding History

Accurate Wealth Management’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,288	Closed	-$240K	–	278
2023 Q3	$240K	Buy	4,288 +330	+8%	+$17.2K	0.08%	228
2023 Q2	$205K	Buy	+3,958	New	+$189K	0.06%	256
2023 Q1	–	Sell	-1,737	Closed	-$94.1K	–	565
2022 Q4	$94.1K	Buy	+1,737	New	+$99.3K	0.03%	318

Other funds holding DTM

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Accurate Wealth Management's DTM Position: Q4 2023 in Review

Accurate Wealth Management sold out of DT Midstream (DTM) in Q4 2023, closing a stake of 4,288 shares — an estimated $240K sold.

Accurate Wealth Management first reported a position in DTM in Q4 2022 and held it in 3 quarters. The position peaked at $240K in Q3 2023. 431 funds tracked by Wall St. Rank hold DTM as of Q4 2023.

Accurate Wealth Management reported no remaining DT Midstream position as of Q4 2023 after selling out during the quarter.
Accurate Wealth Management sold 4,288 DT Midstream shares in Q4 2023, an estimated $240K.
Accurate Wealth Management first reported a position in DT Midstream in Q4 2022 and held it in 3 quarters.
Accurate Wealth Management's DT Midstream position peaked at $240K in Q3 2023.
431 funds tracked by Wall St. Rank held DT Midstream as of Q4 2023.

Based on Accurate Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.