MWM
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MinichMacGregor Wealth Management’s DT Midstream DTM Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-71
Closed -$3.92K – 237
2022
Q4 		$3.92K Buy
+71
New +$4.06K ﹤0.01% 507

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MinichMacGregor Wealth Management's DTM Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of DT Midstream (DTM) in Q1 2023, closing a stake of 71 shares — an estimated $3.92K sold.

MinichMacGregor Wealth Management first reported a position in DTM in Q4 2022 and held it in 1 quarter. The position peaked at $3.92K in Q4 2022. 417 funds tracked by Wall St. Rank hold DTM as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining DT Midstream position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 71 DT Midstream shares in Q1 2023, an estimated $3.92K.
  • MinichMacGregor Wealth Management first reported a position in DT Midstream in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's DT Midstream position peaked at $3.92K in Q4 2022.
  • 417 funds tracked by Wall St. Rank held DT Midstream as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.