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Legend Financial Advisors’s DT Midstream DTM Stock Holding History

Legend 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
2024
Q3 		– Sell
-32
Closed -$2.27K – 195
2024
Q2 		$2.27K Hold
32
– – ﹤0.01% 224
2024
Q1 		$1.96K Hold
32
– – ﹤0.01% 176
2023
Q4 		$1.75K Hold
32
– – ﹤0.01% 181
2023
Q3 		$1.69K Hold
32
– – ﹤0.01% 183
2023
Q2 		$1.59K Hold
32
– – ﹤0.01% 202
2023
Q1 		$1.58K Hold
32
– – ﹤0.01% 214
2022
Q4 		$1.77K Hold
32
– – ﹤0.01% 223
2022
Q3 		$1.66K Buy
+32
New +$1.73K ﹤0.01% 209

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

Legend Financial Advisors's DTM Position: Q3 2024 in Review

Legend Financial Advisors sold out of DT Midstream (DTM) in Q3 2024, closing a stake of 32 shares — an estimated $2.27K sold.

Legend Financial Advisors first reported a position in DTM in Q3 2022 and held it in 8 quarters. The position peaked at $2.27K in Q2 2024. 499 funds tracked by Wall St. Rank hold DTM as of Q3 2024.

  • Legend Financial Advisors reported no remaining DT Midstream position as of Q3 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 32 DT Midstream shares in Q3 2024, an estimated $2.27K.
  • Legend Financial Advisors first reported a position in DT Midstream in Q3 2022 and held it in 8 quarters.
  • Legend Financial Advisors's DT Midstream position peaked at $2.27K in Q2 2024.
  • 499 funds tracked by Wall St. Rank held DT Midstream as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.