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Carolinas Wealth Consulting’s DT Midstream DTM Stock Holding History

Carolinas Wealth 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
Q2 		– Sell
-2
Closed – – 899
2022
Q1 		$0 Hold
2
– – ﹤0.01% 931
2021
Q4 		$0 Hold
2
– – ﹤0.01% 973
2021
Q3 		$0 Buy
+2
New +$88 ﹤0.01% 945

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Carolinas Wealth Consulting's DTM Position: Q2 2022 in Review

Carolinas Wealth Consulting sold out of DT Midstream (DTM) in Q2 2022, closing a stake of 2 shares.

Carolinas Wealth Consulting first reported a position in DTM in Q3 2021 and held it in 3 quarters. The position peaked at $0 in Q1 2022. 407 funds tracked by Wall St. Rank hold DTM as of Q2 2022.

  • Carolinas Wealth Consulting reported no remaining DT Midstream position as of Q2 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2 DT Midstream shares in Q2 2022.
  • Carolinas Wealth Consulting first reported a position in DT Midstream in Q3 2021 and held it in 3 quarters.
  • Carolinas Wealth Consulting's DT Midstream position peaked at $0 in Q1 2022.
  • 407 funds tracked by Wall St. Rank held DT Midstream as of Q2 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2022, filed 16 Aug 2022.