CIBC Private Wealth Group
DTM icon

CIBC Private Wealth Group’s DT Midstream DTM Stock Holding History

CIBC Private Wealth Group’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
Q4 		$45.9M Buy
383,668
+443
+0.1% +$50.9K 0.08% 197
2025
Q3 		$43.3M Buy
383,225
+215
+0.1% +$22.5K 0.07% 203
2025
Q2 		$42.1M Sell
383,010
-152,844
-29% -$15.5M 0.08% 204
2025
Q1 		$47.5M Buy
535,854
+133,151
+33% +$13.3M 0.1% 173
2024
Q4 		$42.6M Sell
402,703
-11,443
-3% -$1.09M 0.08% 186
2024
Q3 		$32.6M Sell
414,146
-3,646
-0.9% -$272K 0.06% 227
2024
Q2 		$29M Sell
417,792
-3,940
-0.9% -$259K 0.05% 226
2024
Q1 		$25.8M Sell
421,732
-3,676
-0.9% -$205K 0.05% 242
2023
Q4 		$23.3M Sell
425,408
-12,792
-3% -$704K 0.05% 248
2023
Q3 		$23.2M Sell
438,200
-257,328
-37% -$13.4M 0.05% 250
2023
Q2 		$34.5M Sell
695,528
-1,876
-0.3% -$89.8K 0.08% 214
2023
Q1 		$34.4M Buy
697,404
+249,087
+56% +$12.9M 0.08% 198
2022
Q4 		$24.5M Buy
448,317
+54,038
+14% +$3.09M 0.08% 157
2022
Q3 		$20.5M Sell
394,279
-386,199
-49% -$20.8M 0.06% 224
2022
Q2 		$38.3M Buy
780,478
+472,774
+154% +$25.8M 0.1% 159
2022
Q1 		$16.7M Buy
+307,704
New +$16M 0.04% 269

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return