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Prevail Innovative Wealth Advisors’s DT Midstream DTM Stock Holding History

Prevail Innovative Wealth 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
2024
Q2 		– Sell
-37,898
Closed -$2.32M – 157
2024
Q1 		$2.32M Buy
37,898
+10,418
+38% +$580K 0.86% 43
2023
Q4 		$1.51M Buy
+27,480
New +$1.51M 0.72% 60

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Prevail Innovative Wealth Advisors's DTM Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of DT Midstream (DTM) in Q2 2024, closing a stake of 37,898 shares — an estimated $2.32M sold.

Prevail Innovative Wealth Advisors first reported a position in DTM in Q4 2023 and held it in 2 quarters. The position peaked at $2.32M in Q1 2024. 476 funds tracked by Wall St. Rank hold DTM as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining DT Midstream position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 37,898 DT Midstream shares in Q2 2024, an estimated $2.32M.
  • Prevail Innovative Wealth Advisors first reported a position in DT Midstream in Q4 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's DT Midstream position peaked at $2.32M in Q1 2024.
  • 476 funds tracked by Wall St. Rank held DT Midstream as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.