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Piershale Financial Group’s DT Midstream DTM Stock Holding History

Piershale 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
2023
Q2 		$2.13K Hold
43
– – ﹤0.01% 219
2023
Q1 		$2.12K Hold
43
– – ﹤0.01% 236
2022
Q4 		$2.38K Buy
+43
New +$2.46K ﹤0.01% 236

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 $871B AUM 31.28% 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 $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Piershale Financial Group's DTM Position: Q2 2023 in Review

Piershale Financial Group held its DT Midstream (DTM) position steady in Q2 2023 at 43 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Piershale Financial Group first reported a position in DTM in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.38K in Q4 2022. 409 funds tracked by Wall St. Rank hold DTM as of Q2 2023.

  • Piershale Financial Group held 43 shares of DT Midstream worth $2.13K as of Q2 2023.
  • Piershale Financial Group left its DT Midstream share count unchanged in Q2 2023.
  • DT Midstream made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #219 holding.
  • Piershale Financial Group first reported a position in DT Midstream in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's DT Midstream position peaked at $2.38K in Q4 2022.
  • 409 funds tracked by Wall St. Rank held DT Midstream as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.