Financial Gravity Asset Management’s DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 DTB Stock Holding History

Financial Gravity Asset Management’s Portfolio DTB Stock Details DTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-38	Closed	-$783	–	1706
2024 Q1	$783	Buy	+38	New	+$788	﹤0.01%	1280

Other funds holding DTB

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Financial Gravity Asset Management's DTB Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 (DTB) in Q2 2024, closing a stake of 38 shares — an estimated $783 sold.

Financial Gravity Asset Management first reported a position in DTB in Q1 2024 and held it in 1 quarter. The position peaked at $783 in Q1 2024. 3 funds tracked by Wall St. Rank hold DTB as of Q2 2024.

Financial Gravity Asset Management reported no remaining DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 38 DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 shares in Q2 2024, an estimated $783.
Financial Gravity Asset Management first reported a position in DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 in Q1 2024 and held it in 1 quarter.
Financial Gravity Asset Management's DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 position peaked at $783 in Q1 2024.
3 funds tracked by Wall St. Rank held DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.