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Henrickson Nauta Wealth Advisors’s DT Midstream DTM Stock Holding History

Henrickson Nauta Wealth Advisors’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
Q1 		– Sell
-200
Closed -$10K – 106
2021
Q4 		$10K Buy
+200
New +$9.58K 0.01% 151

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ZP
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's DTM Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of DT Midstream (DTM) in Q1 2022, closing a stake of 200 shares — an estimated $10K sold.

Henrickson Nauta Wealth Advisors first reported a position in DTM in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 393 funds tracked by Wall St. Rank hold DTM as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining DT Midstream position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 200 DT Midstream shares in Q1 2022, an estimated $10K.
  • Henrickson Nauta Wealth Advisors first reported a position in DT Midstream in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's DT Midstream position peaked at $10K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held DT Midstream as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.