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AdvisorShares Investments’s DT Midstream DTM Stock Holding History

AdvisorShares Investments’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
Q1 		– Sell
-15,737
Closed -$870K – 299
2022
Q4 		$870K Sell
15,737
-2,616
-14% -$149K 0.25% 71
2022
Q3 		$952K Buy
+18,353
New +$991K 0.26% 45

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AdvisorShares Investments's DTM Position: Q1 2023 in Review

AdvisorShares Investments sold out of DT Midstream (DTM) in Q1 2023, closing a stake of 15,737 shares — an estimated $870K sold.

AdvisorShares Investments first reported a position in DTM in Q3 2022 and held it in 2 quarters. The position peaked at $952K in Q3 2022. 417 funds tracked by Wall St. Rank hold DTM as of Q1 2023.

  • AdvisorShares Investments reported no remaining DT Midstream position as of Q1 2023 after selling out during the quarter.
  • AdvisorShares Investments sold 15,737 DT Midstream shares in Q1 2023, an estimated $870K.
  • AdvisorShares Investments first reported a position in DT Midstream in Q3 2022 and held it in 2 quarters.
  • AdvisorShares Investments's DT Midstream position peaked at $952K in Q3 2022.
  • 417 funds tracked by Wall St. Rank held DT Midstream as of Q1 2023.

Based on AdvisorShares Investments's 13F filing for Q1 2023, filed 9 May 2023.