Selective Wealth Management’s DT Midstream DTM Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-137	Closed	-$7K	–	265
2022 Q3	$7K	Hold	137	–	–	﹤0.01%	558
2022 Q2	$7K	Hold	137	–	–	﹤0.01%	599
2022 Q1	$7K	Hold	137	–	–	﹤0.01%	569
2021 Q4	$7K	Hold	137	–	–	﹤0.01%	516
2021 Q3	$6K	Buy	+137	New	+$6K	﹤0.01%	473

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Selective Wealth Management's DTM Position: Q4 2022 in Review

Selective Wealth Management sold out of DT Midstream (DTM) in Q4 2022, closing a stake of 137 shares — an estimated $7K sold.

Selective Wealth Management first reported a position in DTM in Q3 2021 and held it in 5 quarters. The position peaked at $7K in Q3 2022. 432 funds tracked by Wall St. Rank hold DTM as of Q4 2022.

Selective Wealth Management reported no remaining DT Midstream position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 137 DT Midstream shares in Q4 2022, an estimated $7K.
Selective Wealth Management first reported a position in DT Midstream in Q3 2021 and held it in 5 quarters.
Selective Wealth Management's DT Midstream position peaked at $7K in Q3 2022.
432 funds tracked by Wall St. Rank held DT Midstream as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.