Aveo Capital Partners’s DT Midstream DTM Stock Holding History

Aveo Capital Partners’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
2024 Q2	–	Sell	-5,219	Closed	-$328K	–	331
2024 Q1	$328K	Buy	+5,219	New	+$290K	0.04%	277

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

EIP

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aveo Capital Partners's DTM Position: Q2 2024 in Review

Aveo Capital Partners sold out of DT Midstream (DTM) in Q2 2024, closing a stake of 5,219 shares — an estimated $328K sold.

Aveo Capital Partners first reported a position in DTM in Q1 2024 and held it in 1 quarter. The position peaked at $328K in Q1 2024. 475 funds tracked by Wall St. Rank hold DTM as of Q2 2024.

Aveo Capital Partners reported no remaining DT Midstream position as of Q2 2024 after selling out during the quarter.
Aveo Capital Partners sold 5,219 DT Midstream shares in Q2 2024, an estimated $328K.
Aveo Capital Partners first reported a position in DT Midstream in Q1 2024 and held it in 1 quarter.
Aveo Capital Partners's DT Midstream position peaked at $328K in Q1 2024.
475 funds tracked by Wall St. Rank held DT Midstream as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.