Covestor’s DT Midstream DTM Stock Holding History

Covestor’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
2026 Q1	$64K	Sell	475 -422	-47%	-$55K	0.04%	539
2025 Q4	$107K	Buy	897 +90	+11%	+$10.3K	0.06%	542
2025 Q3	$91K	Buy	807 +223	+38%	+$23.3K	0.05%	632
2025 Q2	$64K	Sell	584 -134	-19%	-$13.6K	0.04%	788
2025 Q1	$69K	Sell	718 -608	-46%	-$60.8K	0.05%	696
2024 Q4	$132K	Sell	1,326 -1,834	-58%	-$175K	0.08%	352
2024 Q3	$248K	Buy	3,160 +1,245	+65%	+$92.9K	0.16%	104
2024 Q2	$136K	Buy	1,915 +1,744	+1,020%	+$114K	0.09%	315
2024 Q1	$11K	Sell	171 -73	-30%	-$4.06K	0.01%	1499
2023 Q4	$13K	Sell	244 -6	-2%	-$330	0.01%	1377
2023 Q3	$13K	Sell	250 -8	-3%	-$417	0.01%	1291
2023 Q2	$13K	Sell	258 -1,590	-86%	-$76.1K	0.01%	1315
2023 Q1	$91K	Buy	1,848 +235	+15%	+$12.2K	0.08%	431
2022 Q4	$89K	Buy	1,613 +1,288	+396%	+$73.6K	0.07%	448
2022 Q3	$17K	Sell	325 -2	-0.6%	-$108	0.02%	1041
2022 Q2	$16K	Sell	327 -29	-8%	-$1.58K	0.01%	1035
2022 Q1	$19K	Buy	356 +177	+99%	+$9.22K	0.01%	1076
2021 Q4	$9K	Buy	+179	New	+$8.57K	0.01%	1046

Other funds holding DTM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Geode Capital Management

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