EWM
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Executive Wealth Management’s DT Midstream DTM Stock Holding History

Executive 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
2024
Q4 		$1.06M Buy
10,612
+49
+0.5% +$4.67K 0.08% 134
2024
Q3 		$831K Buy
10,563
+1,356
+15% +$101K 0.07% 140
2024
Q2 		$654K Buy
9,207
+134
+1% +$8.8K 0.12% 69
2024
Q1 		$555K Sell
9,073
-50
-0.5% -$2.78K 0.05% 143
2023
Q4 		$500K Buy
9,123
+1,074
+13% +$59.1K 0.05% 139
2023
Q3 		$426K Sell
8,049
-305
-4% -$15.9K 0.04% 146
2023
Q2 		$414K Sell
8,354
-690
-8% -$33K 0.04% 141
2023
Q1 		$447K Sell
9,044
-436
-5% -$22.6K 0.05% 139
2022
Q4 		$524K Buy
9,480
+8,995
+1,855% +$514K 0.06% 133
2022
Q3 		$485 Sell
485
-9,684
-95% -$523K 0.07% 125
2022
Q2 		$498K Buy
10,169
+95
+0.9% +$5.19K 0.07% 125
2022
Q1 		$546K Sell
10,074
-84
-0.8% -$4.38K 0.06% 131
2021
Q4 		$487K Buy
10,158
+4,852
+91% +$232K 0.05% 141
2021
Q3 		$245K Buy
+5,306
New +$232K 0.03% 164

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Executive Wealth Management's DTM Position: Q4 2024 in Review

Executive Wealth Management increased its DT Midstream (DTM) stake by 0.46% in Q4 2024, buying an estimated $4.67K and bringing the position to 10,612 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #134.

Executive Wealth Management first reported a position in DTM in Q3 2021 and has held it in 14 quarters since. 581 funds tracked by Wall St. Rank hold DTM as of Q4 2024.

  • Executive Wealth Management held 10,612 shares of DT Midstream worth $1.06M as of Q4 2024.
  • Executive Wealth Management bought 49 DT Midstream shares in Q4 2024, an estimated $4.67K.
  • DT Midstream made up 0.08% of Executive Wealth Management's portfolio in Q4 2024, its #134 holding.
  • Executive Wealth Management first reported a position in DT Midstream in Q3 2021 and has held it in 14 quarters since.
  • 581 funds tracked by Wall St. Rank held DT Midstream as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.