Curi Wealth Management’s DT Midstream DTM Stock Holding History

Curi 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
2022 Q2	–	Sell	-4	Closed	–	–	651
2022 Q1	$0	Hold	4	–	–	﹤0.01%	545
2021 Q4	$0	Buy	+4	New	+$192	﹤0.01%	514

Other funds holding DTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Curi Wealth Management's DTM Position: Q2 2022 in Review

Curi Wealth Management sold out of DT Midstream (DTM) in Q2 2022, closing a stake of 4 shares.

Curi Wealth Management first reported a position in DTM in Q4 2021 and held it in 2 quarters. The position peaked at $0 in Q1 2022. 407 funds tracked by Wall St. Rank hold DTM as of Q2 2022.

Curi Wealth Management reported no remaining DT Midstream position as of Q2 2022 after selling out during the quarter.
Curi Wealth Management sold 4 DT Midstream shares in Q2 2022.
Curi Wealth Management first reported a position in DT Midstream in Q4 2021 and held it in 2 quarters.
Curi Wealth Management'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 Curi Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.