ACG Wealth’s DT Midstream DTM Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-32	Closed	-$2K	–	428
2022 Q2	$2K	Buy	+32	New	+$1.75K	﹤0.01%	815

Other funds holding DTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

ACG Wealth's DTM Position: Q3 2022 in Review

ACG Wealth sold out of DT Midstream (DTM) in Q3 2022, closing a stake of 32 shares — an estimated $2K sold.

ACG Wealth first reported a position in DTM in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 403 funds tracked by Wall St. Rank hold DTM as of Q3 2022.

ACG Wealth reported no remaining DT Midstream position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 32 DT Midstream shares in Q3 2022, an estimated $2K.
ACG Wealth first reported a position in DT Midstream in Q2 2022 and held it in 1 quarter.
ACG Wealth's DT Midstream position peaked at $2K in Q2 2022.
403 funds tracked by Wall St. Rank held DT Midstream as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.