Liberty Wealth Management’s DT Midstream DTM Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-311	Closed	-$14K	–	414
2021 Q3	$14K	Buy	+311	New	+$13.6K	0.01%	735

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

EIP

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

Liberty Wealth Management's DTM Position: Q4 2021 in Review

Liberty Wealth Management sold out of DT Midstream (DTM) in Q4 2021, closing a stake of 311 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in DTM in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 406 funds tracked by Wall St. Rank hold DTM as of Q4 2021.

Liberty Wealth Management reported no remaining DT Midstream position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 311 DT Midstream shares in Q4 2021, an estimated $14K.
Liberty Wealth Management first reported a position in DT Midstream in Q3 2021 and held it in 1 quarter.
Liberty Wealth Management's DT Midstream position peaked at $14K in Q3 2021.
406 funds tracked by Wall St. Rank held DT Midstream as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.