NFG
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Next Financial Group’s DT Midstream DTM Stock Holding History

Next Financial 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
2021
Q4 		$31K Sell
654
-139
-18% -$6.66K ﹤0.01% 1699
2021
Q3 		$37K Buy
+793
New +$34.7K ﹤0.01% 1537

Other funds holding DTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Next Financial Group's DTM Position: Q4 2021 in Review

Next Financial Group reduced its DT Midstream (DTM) stake by 18% in Q4 2021, selling an estimated $6.66K and leaving 654 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Next Financial Group first reported a position in DTM in Q3 2021 and has held it in 2 quarters since. The position peaked at $37K in Q3 2021. 405 funds tracked by Wall St. Rank hold DTM as of Q4 2021.

  • Next Financial Group held 654 shares of DT Midstream worth $31K as of Q4 2021.
  • Next Financial Group sold 139 DT Midstream shares in Q4 2021, an estimated $6.66K.
  • DT Midstream made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1699 holding.
  • Next Financial Group first reported a position in DT Midstream in Q3 2021 and has held it in 2 quarters since.
  • Next Financial Group's DT Midstream position peaked at $37K in Q3 2021.
  • 405 funds tracked by Wall St. Rank held DT Midstream as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.