Graves Light Lenhart Wealth’s DT Midstream DTM Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-41	Closed	-$2K	–	285
2022 Q2	$2K	Hold	41	–	–	﹤0.01%	569
2022 Q1	$2K	Buy	41 +1	+3%	+$52	﹤0.01%	622
2021 Q4	$2K	Hold	40	–	–	﹤0.01%	690
2021 Q3	$2K	Buy	+40	New	+$1.75K	﹤0.01%	677

Other funds holding DTM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Graves Light Lenhart Wealth's DTM Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of DT Midstream (DTM) in Q3 2022, closing a stake of 41 shares — an estimated $2K sold.

Graves Light Lenhart Wealth first reported a position in DTM in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 403 funds tracked by Wall St. Rank hold DTM as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining DT Midstream position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 41 DT Midstream shares in Q3 2022, an estimated $2K.
Graves Light Lenhart Wealth first reported a position in DT Midstream in Q3 2021 and held it in 4 quarters.
Graves Light Lenhart Wealth's DT Midstream position peaked at $2K in Q2 2022.
403 funds tracked by Wall St. Rank held DT Midstream as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.