IWP
DTM icon

Icon Wealth Partners’s DT Midstream DTM Stock Holding History

Icon Wealth Partners’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
2023
Q3 		– Sell
-2,136
Closed -$106K – 406
2023
Q2 		$106K Buy
2,136
+58
+3% +$2.77K 0.01% 401
2023
Q1 		$103K Buy
+2,078
New +$108K 0.01% 406

Other funds holding DTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Icon Wealth Partners's DTM Position: Q3 2023 in Review

Icon Wealth Partners sold out of DT Midstream (DTM) in Q3 2023, closing a stake of 2,136 shares — an estimated $106K sold.

Icon Wealth Partners first reported a position in DTM in Q1 2023 and held it in 2 quarters. The position peaked at $106K in Q2 2023. 400 funds tracked by Wall St. Rank hold DTM as of Q3 2023.

  • Icon Wealth Partners reported no remaining DT Midstream position as of Q3 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 2,136 DT Midstream shares in Q3 2023, an estimated $106K.
  • Icon Wealth Partners first reported a position in DT Midstream in Q1 2023 and held it in 2 quarters.
  • Icon Wealth Partners's DT Midstream position peaked at $106K in Q2 2023.
  • 400 funds tracked by Wall St. Rank held DT Midstream as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.