GoalVest Advisory’s DT Midstream DTM Stock Holding History

GoalVest 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
2022 Q2	–	Sell	-1	Closed	–	–	365
2022 Q1	$0	Buy	+1	New	+$52	﹤0.01%	404

Other funds holding DTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

GoalVest Advisory's DTM Position: Q2 2022 in Review

GoalVest Advisory sold out of DT Midstream (DTM) in Q2 2022, closing a stake of 1 share.

GoalVest Advisory first reported a position in DTM in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 407 funds tracked by Wall St. Rank hold DTM as of Q2 2022.

GoalVest Advisory reported no remaining DT Midstream position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 1 DT Midstream share in Q2 2022.
GoalVest Advisory first reported a position in DT Midstream in Q1 2022 and held it in 1 quarter.
GoalVest Advisory's DT Midstream position peaked at $0 in Q1 2022.
407 funds tracked by Wall St. Rank held DT Midstream as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.