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Bedel Financial Consulting’s DT Midstream DTM Stock Holding History

Bedel Financial Consulting’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
Q1 		– Sell
-300
Closed -$14K – 988
2021
Q4 		$14K Hold
300
– – ﹤0.01% 626
2021
Q3 		$14K Buy
+300
New +$13.1K ﹤0.01% 608

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Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Bedel Financial Consulting's DTM Position: Q1 2022 in Review

Bedel Financial Consulting sold out of DT Midstream (DTM) in Q1 2022, closing a stake of 300 shares — an estimated $14K sold.

Bedel Financial Consulting first reported a position in DTM in Q3 2021 and held it in 2 quarters. The position peaked at $14K in Q4 2021. 393 funds tracked by Wall St. Rank hold DTM as of Q1 2022.

  • Bedel Financial Consulting reported no remaining DT Midstream position as of Q1 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 300 DT Midstream shares in Q1 2022, an estimated $14K.
  • Bedel Financial Consulting first reported a position in DT Midstream in Q3 2021 and held it in 2 quarters.
  • Bedel Financial Consulting's DT Midstream position peaked at $14K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held DT Midstream as of Q1 2022.

Based on Bedel Financial Consulting's 13F filing for Q1 2022, filed 19 Apr 2022.