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Fortis Capital Advisors’s DT Midstream DTM Stock Holding History

Fortis Capital Advisors’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
2023
Q2 		– Sell
-250
Closed -$12.3K – 242
2023
Q1 		$12.3K Hold
250
– – 0.01% 447
2022
Q4 		$13.8K Buy
+250
New +$14.3K 0.01% 449

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fortis Capital Advisors's DTM Position: Q2 2023 in Review

Fortis Capital Advisors sold out of DT Midstream (DTM) in Q2 2023, closing a stake of 250 shares — an estimated $12.3K sold.

Fortis Capital Advisors first reported a position in DTM in Q4 2022 and held it in 2 quarters. The position peaked at $13.8K in Q4 2022. 407 funds tracked by Wall St. Rank hold DTM as of Q2 2023.

  • Fortis Capital Advisors reported no remaining DT Midstream position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 250 DT Midstream shares in Q2 2023, an estimated $12.3K.
  • Fortis Capital Advisors first reported a position in DT Midstream in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's DT Midstream position peaked at $13.8K in Q4 2022.
  • 407 funds tracked by Wall St. Rank held DT Midstream as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.