BKM Wealth Management’s DT Midstream DTM Stock Holding History

BKM 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
2024 Q1	–	Sell	-400	Closed	-$21.9K	–	283
2023 Q4	$21.9K	Buy	+400	New	+$22K	0.01%	365

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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

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

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

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

BKM Wealth Management's DTM Position: Q1 2024 in Review

BKM Wealth Management sold out of DT Midstream (DTM) in Q1 2024, closing a stake of 400 shares — an estimated $21.9K sold.

BKM Wealth Management first reported a position in DTM in Q4 2023 and held it in 1 quarter. The position peaked at $21.9K in Q4 2023. 466 funds tracked by Wall St. Rank hold DTM as of Q1 2024.

BKM Wealth Management reported no remaining DT Midstream position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 400 DT Midstream shares in Q1 2024, an estimated $21.9K.
BKM Wealth Management first reported a position in DT Midstream in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's DT Midstream position peaked at $21.9K in Q4 2023.
466 funds tracked by Wall St. Rank held DT Midstream as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.