MIA
DTM icon

Milestone Investment Advisors’s DT Midstream DTM Stock Holding History

Milestone Investment 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
Q4 		– Sell
-180
Closed -$9.53K – 215
2023
Q3 		$9.53K Buy
+180
New +$9.39K ﹤0.01% 297
2023
Q2 		– Sell
-180
Closed -$8.89K – 210
2023
Q1 		$8.89K Buy
+180
New +$9.33K ﹤0.01% 304

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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Milestone Investment Advisors's DTM Position: Q4 2023 in Review

Milestone Investment Advisors sold out of DT Midstream (DTM) in Q4 2023, closing a stake of 180 shares — an estimated $9.53K sold.

Milestone Investment Advisors first reported a position in DTM in Q1 2023 and held it in 2 quarters. The position peaked at $9.53K in Q3 2023. 431 funds tracked by Wall St. Rank hold DTM as of Q4 2023.

  • Milestone Investment Advisors reported no remaining DT Midstream position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 180 DT Midstream shares in Q4 2023, an estimated $9.53K.
  • Milestone Investment Advisors first reported a position in DT Midstream in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's DT Midstream position peaked at $9.53K in Q3 2023.
  • 431 funds tracked by Wall St. Rank held DT Midstream as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.