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Avior Wealth Management’s DT Midstream DTM Stock Holding History

Avior 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
2025
Q1 		– Sell
-2
Closed -$198 – 1169
2024
Q4 		$198 Hold
2
– – ﹤0.01% 2367
2024
Q3 		$157 Hold
2
– – ﹤0.01% 2235
2024
Q2 		$142 Sell
2
-3
-60% -$197 ﹤0.01% 2201
2024
Q1 		$305 Buy
+5
New +$278 ﹤0.01% 2721

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Avior Wealth Management's DTM Position: Q1 2025 in Review

Avior Wealth Management sold out of DT Midstream (DTM) in Q1 2025, closing a stake of 2 shares — an estimated $198 sold.

Avior Wealth Management first reported a position in DTM in Q1 2024 and held it in 4 quarters. The position peaked at $305 in Q1 2024. 604 funds tracked by Wall St. Rank hold DTM as of Q1 2025.

  • Avior Wealth Management reported no remaining DT Midstream position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2 DT Midstream shares in Q1 2025, an estimated $198.
  • Avior Wealth Management first reported a position in DT Midstream in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's DT Midstream position peaked at $305 in Q1 2024.
  • 604 funds tracked by Wall St. Rank held DT Midstream as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.