Simplicity Wealth’s DT Midstream DTM Stock Holding History

Simplicity Wealth’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	–	Sell	-3,308	Closed	-$235K	–	685
2024 Q2	$235K	Buy	+3,308	New	+$217K	0.01%	1040

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 $552B AUM 44.19% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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 $1.88T AUM 44.46% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Simplicity Wealth's DTM Position: Q3 2024 in Review

Simplicity Wealth sold out of DT Midstream (DTM) in Q3 2024, closing a stake of 3,308 shares — an estimated $235K sold.

Simplicity Wealth first reported a position in DTM in Q2 2024 and held it in 1 quarter. The position peaked at $235K in Q2 2024. 499 funds tracked by Wall St. Rank hold DTM as of Q3 2024.

Simplicity Wealth reported no remaining DT Midstream position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 3,308 DT Midstream shares in Q3 2024, an estimated $235K.
Simplicity Wealth first reported a position in DT Midstream in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's DT Midstream position peaked at $235K in Q2 2024.
499 funds tracked by Wall St. Rank held DT Midstream as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.