NFSG
DTM icon

Newbridge Financial Services Group’s DT Midstream DTM Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-433
Closed -$21.5K – 1323
2023
Q2 		$21.5K Buy
+433
New +$20.7K 0.01% 674
2022
Q1 		– Sell
-385
Closed -$18K – 1465
2021
Q4 		$18K Buy
+385
New +$18.4K 0.01% 759

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Newbridge Financial Services Group's DTM Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of DT Midstream (DTM) in Q3 2023, closing a stake of 433 shares — an estimated $21.5K sold.

Newbridge Financial Services Group first reported a position in DTM in Q4 2021 and held it in 2 quarters. The position peaked at $21.5K in Q2 2023. 400 funds tracked by Wall St. Rank hold DTM as of Q3 2023.

  • Newbridge Financial Services Group reported no remaining DT Midstream position as of Q3 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 433 DT Midstream shares in Q3 2023, an estimated $21.5K.
  • Newbridge Financial Services Group first reported a position in DT Midstream in Q4 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's DT Midstream position peaked at $21.5K in Q2 2023.
  • 400 funds tracked by Wall St. Rank held DT Midstream as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.