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IBEX Wealth Advisors’s DT Midstream DTM Stock Holding History

IBEX 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
2024
Q3 		– Sell
-87
Closed -$6.18K – 130
2024
Q2 		$6.18K Buy
+87
New +$5.71K ﹤0.01% 247
2021
Q4 		– Sell
-283
Closed -$13K – 249
2021
Q3 		$13K Buy
+283
New +$12.4K ﹤0.01% 344

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

IBEX Wealth Advisors's DTM Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of DT Midstream (DTM) in Q3 2024, closing a stake of 87 shares — an estimated $6.18K sold.

IBEX Wealth Advisors first reported a position in DTM in Q3 2021 and held it in 2 quarters. The position peaked at $13K in Q3 2021. 499 funds tracked by Wall St. Rank hold DTM as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining DT Midstream position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 87 DT Midstream shares in Q3 2024, an estimated $6.18K.
  • IBEX Wealth Advisors first reported a position in DT Midstream in Q3 2021 and held it in 2 quarters.
  • IBEX Wealth Advisors's DT Midstream position peaked at $13K in Q3 2021.
  • 499 funds tracked by Wall St. Rank held DT Midstream as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.