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LGT Financial Advisors’s DT Midstream DTM Stock Holding History

LGT 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
2025
Q1 		– Sell
-49
Closed -$4.87K – 422
2024
Q4 		$4.87K Hold
49
– – 0.01% 551
2024
Q3 		$3.85K Hold
49
– – 0.01% 578
2024
Q2 		$3.48K Hold
49
– – 0.01% 654
2024
Q1 		$2.99K Hold
49
– – ﹤0.01% 698
2023
Q4 		$2.69K Sell
49
-7
-13% -$385 ﹤0.01% 760
2023
Q3 		$2.96K Buy
+56
New +$2.92K ﹤0.01% 727

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LGT Financial Advisors's DTM Position: Q1 2025 in Review

LGT Financial Advisors sold out of DT Midstream (DTM) in Q1 2025, closing a stake of 49 shares — an estimated $4.87K sold.

LGT Financial Advisors first reported a position in DTM in Q3 2023 and held it in 6 quarters. The position peaked at $4.87K in Q4 2024. 604 funds tracked by Wall St. Rank hold DTM as of Q1 2025.

  • LGT Financial Advisors reported no remaining DT Midstream position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 49 DT Midstream shares in Q1 2025, an estimated $4.87K.
  • LGT Financial Advisors first reported a position in DT Midstream in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's DT Midstream position peaked at $4.87K in Q4 2024.
  • 604 funds tracked by Wall St. Rank held DT Midstream as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.