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Coppell Advisory Solutions’s DT Midstream DTM Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-1,045
Closed -$105K – 738
2024
Q4 		$105K Hold
1,045
– – 0.01% 408
2024
Q3 		$81.3K Hold
1,045
– – 0.01% 439
2024
Q2 		$74.2K Buy
+1,045
New +$68.6K 0.01% 418
2023
Q4 		$57.3K Buy
+1,045
New +$57.5K 0.01% 462

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Coppell Advisory Solutions's DTM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of DT Midstream (DTM) in Q1 2025, closing a stake of 1,045 shares — an estimated $105K sold.

Coppell Advisory Solutions first reported a position in DTM in Q4 2023 and held it in 4 quarters. The position peaked at $105K in Q4 2024. 604 funds tracked by Wall St. Rank hold DTM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining DT Midstream position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,045 DT Midstream shares in Q1 2025, an estimated $105K.
  • Coppell Advisory Solutions first reported a position in DT Midstream in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's DT Midstream position peaked at $105K in Q4 2024.
  • 604 funds tracked by Wall St. Rank held DT Midstream as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.