IMA Advisory Services’s DT Midstream DTM Stock Holding History

IMA Advisory Services’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 Q4	–	Sell	-1	Closed	–	–	375
2022 Q3	$0	Buy	+1	New	+$54	﹤0.01%	354

Other funds holding DTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCMLC

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

IMA Advisory Services's DTM Position: Q4 2022 in Review

IMA Advisory Services sold out of DT Midstream (DTM) in Q4 2022, closing a stake of 1 share.

IMA Advisory Services first reported a position in DTM in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 434 funds tracked by Wall St. Rank hold DTM as of Q4 2022.

IMA Advisory Services reported no remaining DT Midstream position as of Q4 2022 after selling out during the quarter.
IMA Advisory Services sold 1 DT Midstream share in Q4 2022.
IMA Advisory Services first reported a position in DT Midstream in Q3 2022 and held it in 1 quarter.
IMA Advisory Services's DT Midstream position peaked at $0 in Q3 2022.
434 funds tracked by Wall St. Rank held DT Midstream as of Q4 2022.

Based on IMA Advisory Services's 13F filing for Q4 2022, filed 16 Feb 2023.