Raymond James Financial Services Advisors’s DT Midstream DTM Stock Holding History

Raymond James Financial Services 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 Q3	$1.93M	Buy	24,531 +107	+0.4%	+$7.98K	﹤0.01%	1744
2024 Q2	$1.73M	Buy	24,424 +5,560	+29%	+$365K	﹤0.01%	1753
2024 Q1	$1.15M	Sell	18,864 -1,290	-6%	-$71.8K	﹤0.01%	1971
2023 Q4	$1.1M	Buy	20,154 +1,475	+8%	+$81.2K	﹤0.01%	1922
2023 Q3	$988K	Sell	18,679 -65,674	-78%	-$3.43M	﹤0.01%	1918
2023 Q2	$4.18M	Sell	84,353 -1,554	-2%	-$74.4K	0.01%	1119
2023 Q1	$4.24M	Buy	85,907 +13,218	+18%	+$685K	0.01%	1078
2022 Q4	$4.02M	Sell	72,689 -95	-0.1%	-$5.43K	0.01%	1079
2022 Q3	$3.78M	Sell	72,784 -2,763	-4%	-$149K	0.01%	1066
2022 Q2	$3.7M	Sell	75,547 -2,324	-3%	-$127K	0.01%	1076
2022 Q1	$4.22M	Sell	77,871 -4,001	-5%	-$208K	0.01%	1094
2021 Q4	$3.93M	Buy	81,872 +15,560	+23%	+$745K	0.01%	1137
2021 Q3	$3.07M	Buy	+66,312	New	+$2.9M	0.01%	1237

Other funds holding DTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Raymond James Financial Services Advisors's DTM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its DT Midstream (DTM) stake by 0.44% in Q3 2024, buying an estimated $7.98K and bringing the position to 24,531 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Raymond James Financial Services Advisors first reported a position in DTM in Q3 2021 and has held it in 13 quarters since. The position peaked at $4.24M in Q1 2023. 499 funds tracked by Wall St. Rank hold DTM as of Q3 2024.

Raymond James Financial Services Advisors held 24,531 shares of DT Midstream worth $1.93M as of Q3 2024.
Raymond James Financial Services Advisors bought 107 DT Midstream shares in Q3 2024, an estimated $7.98K.
DT Midstream made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1744 holding.
Raymond James Financial Services Advisors first reported a position in DT Midstream in Q3 2021 and has held it in 13 quarters since.
Raymond James Financial Services Advisors's DT Midstream position peaked at $4.24M in Q1 2023.
499 funds tracked by Wall St. Rank held DT Midstream as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.