GWMIA
DTM icon

Global Wealth Management Investment Advisory’s DT Midstream DTM Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-106
Closed -$5.81K – 225
2023
Q4 		$5.81K Hold
106
– – ﹤0.01% 325
2023
Q3 		$5.61K Hold
106
– – ﹤0.01% 329
2023
Q2 		$5.25K Buy
+106
New +$5.07K ﹤0.01% 335
2022
Q3 		– Sell
-106
Closed -$5K – 235
2022
Q2 		$5K Hold
106
– – ﹤0.01% 334
2022
Q1 		$6K Hold
106
– – ﹤0.01% 353
2021
Q4 		$5K Hold
106
– – ﹤0.01% 351
2021
Q3 		$5K Buy
+106
New +$4.64K ﹤0.01% 354

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Wealth Management Investment Advisory's DTM Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of DT Midstream (DTM) in Q1 2024, closing a stake of 106 shares — an estimated $5.81K sold.

Global Wealth Management Investment Advisory first reported a position in DTM in Q3 2021 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 467 funds tracked by Wall St. Rank hold DTM as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining DT Midstream position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 106 DT Midstream shares in Q1 2024, an estimated $5.81K.
  • Global Wealth Management Investment Advisory first reported a position in DT Midstream in Q3 2021 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's DT Midstream position peaked at $6K in Q1 2022.
  • 467 funds tracked by Wall St. Rank held DT Midstream as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.