FFA
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Freedman Financial Associates’s DT Midstream DTM Stock Holding History

Freedman Financial Associates’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
-250
Closed -$14K – 108
2022
Q1 		$14K Hold
250
– – 0.01% 324
2021
Q4 		$12K Hold
250
– – 0.01% 322
2021
Q3 		$12K Buy
+250
New +$10.9K 0.01% 331

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Freedman Financial Associates's DTM Position: Q2 2022 in Review

Freedman Financial Associates sold out of DT Midstream (DTM) in Q2 2022, closing a stake of 250 shares — an estimated $14K sold.

Freedman Financial Associates first reported a position in DTM in Q3 2021 and held it in 3 quarters. The position peaked at $14K in Q1 2022. 406 funds tracked by Wall St. Rank hold DTM as of Q2 2022.

  • Freedman Financial Associates reported no remaining DT Midstream position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 250 DT Midstream shares in Q2 2022, an estimated $14K.
  • Freedman Financial Associates first reported a position in DT Midstream in Q3 2021 and held it in 3 quarters.
  • Freedman Financial Associates's DT Midstream position peaked at $14K in Q1 2022.
  • 406 funds tracked by Wall St. Rank held DT Midstream as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.