FAG
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Fortitude Advisory Group’s DT Midstream DTM Stock Holding History

Fortitude Advisory Group’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
-200
Closed -$11K – 488
2022
Q1 		$11K Hold
200
– – 0.01% 988
2021
Q4 		$10K Buy
+200
New +$9.58K 0.01% 1029

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
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
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
ZP
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

Fortitude Advisory Group's DTM Position: Q2 2022 in Review

Fortitude Advisory Group sold out of DT Midstream (DTM) in Q2 2022, closing a stake of 200 shares — an estimated $11K sold.

Fortitude Advisory Group first reported a position in DTM in Q4 2021 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 407 funds tracked by Wall St. Rank hold DTM as of Q2 2022.

  • Fortitude Advisory Group reported no remaining DT Midstream position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 200 DT Midstream shares in Q2 2022, an estimated $11K.
  • Fortitude Advisory Group first reported a position in DT Midstream in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's DT Midstream position peaked at $11K in Q1 2022.
  • 407 funds tracked by Wall St. Rank held DT Midstream as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.