Interactive Financial Advisors’s DT Midstream DTM Stock Holding History

Interactive Financial 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
2023 Q1	–	Sell	-693	Closed	-$38.3K	–	97
2022 Q4	$38.3K	Hold	693	–	–	0.02%	131
2022 Q3	$36K	Hold	693	–	–	0.02%	132
2022 Q2	$34K	Hold	693	–	–	0.02%	117
2022 Q1	$38K	Hold	693	–	–	0.02%	128
2021 Q4	$33K	Hold	693	–	–	0.01%	130
2021 Q3	$32K	Buy	+693	New	+$30.3K	0.01%	136

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CCMLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Interactive Financial Advisors's DTM Position: Q1 2023 in Review

Interactive Financial Advisors sold out of DT Midstream (DTM) in Q1 2023, closing a stake of 693 shares — an estimated $38.3K sold.

Interactive Financial Advisors first reported a position in DTM in Q3 2021 and held it in 6 quarters. The position peaked at $38.3K in Q4 2022. 417 funds tracked by Wall St. Rank hold DTM as of Q1 2023.

Interactive Financial Advisors reported no remaining DT Midstream position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 693 DT Midstream shares in Q1 2023, an estimated $38.3K.
Interactive Financial Advisors first reported a position in DT Midstream in Q3 2021 and held it in 6 quarters.
Interactive Financial Advisors's DT Midstream position peaked at $38.3K in Q4 2022.
417 funds tracked by Wall St. Rank held DT Midstream as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.