KFS
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Kelly Financial Services’s DT Midstream DTM Stock Holding History

Kelly Financial 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
2024
Q3 		– Sell
-599
Closed -$42.5K – 273
2024
Q2 		$42.5K Buy
599
+1
+0.2% +$66 0.02% 245
2024
Q1 		$36.5K Hold
598
– – 0.01% 260
2023
Q4 		$32.7K Buy
598
+1
+0.2% +$55 0.01% 252
2023
Q3 		$31.6K Buy
597
+1
+0.2% +$52 0.01% 232
2023
Q2 		$29.6K Hold
596
– – 0.01% 248
2023
Q1 		$29.4K Buy
596
+1
+0.2% +$52 0.01% 236
2022
Q4 		$32.9K Hold
595
– – 0.02% 214
2022
Q3 		$30.9K Buy
595
+1
+0.2% +$54 0.02% 211
2022
Q2 		$29.1K Hold
594
– – 0.02% 216
2022
Q1 		$32.2K Buy
594
+1
+0.2% +$52 0.01% 226
2021
Q4 		$28.5K Hold
593
– – 0.01% 230
2021
Q3 		$27.4K Buy
+593
New +$25.9K 0.02% 219

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Kelly Financial Services's DTM Position: Q3 2024 in Review

Kelly Financial Services sold out of DT Midstream (DTM) in Q3 2024, closing a stake of 599 shares — an estimated $42.5K sold.

Kelly Financial Services first reported a position in DTM in Q3 2021 and held it in 12 quarters. The position peaked at $42.5K in Q2 2024. 499 funds tracked by Wall St. Rank hold DTM as of Q3 2024.

  • Kelly Financial Services reported no remaining DT Midstream position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 599 DT Midstream shares in Q3 2024, an estimated $42.5K.
  • Kelly Financial Services first reported a position in DT Midstream in Q3 2021 and held it in 12 quarters.
  • Kelly Financial Services's DT Midstream position peaked at $42.5K in Q2 2024.
  • 499 funds tracked by Wall St. Rank held DT Midstream as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.