BDO Wealth Advisors’s DT Midstream DTM Stock Holding History

BDO Wealth Advisors’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 Q2	$10.4K	Hold	210	–	–	﹤0.01%	691
2023 Q1	$10.4K	Hold	210	–	–	﹤0.01%	699
2022 Q4	$11.6K	Hold	210	–	–	﹤0.01%	662
2022 Q3	$11K	Sell	210 -125	-37%	-$6.75K	﹤0.01%	685
2022 Q2	$16K	Hold	335	–	–	﹤0.01%	595
2022 Q1	$18K	Buy	335 +150	+81%	+$7.82K	﹤0.01%	607
2021 Q4	$9K	Hold	185	–	–	﹤0.01%	737
2021 Q3	$9K	Buy	+185	New	+$8.1K	﹤0.01%	742

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

EIP

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

CCMLC

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BDO Wealth Advisors's DTM Position: Q2 2023 in Review

BDO Wealth Advisors held its DT Midstream (DTM) position steady in Q2 2023 at 210 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

BDO Wealth Advisors first reported a position in DTM in Q3 2021 and has held it in 8 quarters since. The position peaked at $18K in Q1 2022. 408 funds tracked by Wall St. Rank hold DTM as of Q2 2023.

BDO Wealth Advisors held 210 shares of DT Midstream worth $10.4K as of Q2 2023.
BDO Wealth Advisors left its DT Midstream share count unchanged in Q2 2023.
DT Midstream made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #691 holding.
BDO Wealth Advisors first reported a position in DT Midstream in Q3 2021 and has held it in 8 quarters since.
BDO Wealth Advisors's DT Midstream position peaked at $18K in Q1 2022.
408 funds tracked by Wall St. Rank held DT Midstream as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.