Richard W. Paul & Associates’s DT Midstream DTM Stock Holding History

Richard W. Paul & Associates’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
2025 Q1	–	Sell	-1,677	Closed	-$167K	–	392
2024 Q4	$167K	Hold	1,677	–	–	0.06%	173
2024 Q3	$132K	Hold	1,677	–	–	0.05%	182
2024 Q2	$119K	Sell	1,677 -22	-1%	-$1.44K	0.05%	183
2024 Q1	$104K	Hold	1,699	–	–	0.04%	183
2023 Q4	$93.1K	Hold	1,699	–	–	0.04%	190
2023 Q3	$89.9K	Hold	1,699	–	–	0.04%	183
2023 Q2	$84.2K	Hold	1,699	–	–	0.04%	197
2023 Q1	$83.9K	Hold	1,699	–	–	0.04%	200
2022 Q4	$93.9K	Buy	+1,699	New	+$97.1K	0.05%	197

Other funds holding DTM

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Richard W. Paul & Associates's DTM Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of DT Midstream (DTM) in Q1 2025, closing a stake of 1,677 shares — an estimated $167K sold.

Richard W. Paul & Associates first reported a position in DTM in Q4 2022 and held it in 9 quarters. The position peaked at $167K in Q4 2024. 604 funds tracked by Wall St. Rank hold DTM as of Q1 2025.

Richard W. Paul & Associates reported no remaining DT Midstream position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 1,677 DT Midstream shares in Q1 2025, an estimated $167K.
Richard W. Paul & Associates first reported a position in DT Midstream in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's DT Midstream position peaked at $167K in Q4 2024.
604 funds tracked by Wall St. Rank held DT Midstream as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.