Sutton Wealth Advisors’s DT Midstream DTM Stock Holding History

Sutton 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
2023 Q3	$635	Hold	12	–	–	﹤0.01%	807
2023 Q2	$595	Hold	12	–	–	﹤0.01%	801
2023 Q1	$592	Sell	12 -12	-50%	-$622	﹤0.01%	760
2022 Q4	$1.33K	Sell	24 -7	-23%	-$400	﹤0.01%	1262
2022 Q3	$1.61K	Hold	31	–	–	﹤0.01%	1211
2022 Q2	$1.52K	Hold	31	–	–	﹤0.01%	1217
2022 Q1	$1.68K	Hold	31	–	–	﹤0.01%	1230
2021 Q4	$1.49K	Buy	31 +12	+63%	+$575	﹤0.01%	1244
2021 Q3	$879	Buy	+19	New	+$831	﹤0.01%	1251

Other funds holding DTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCMLC

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

Sutton Wealth Advisors's DTM Position: Q3 2023 in Review

Sutton Wealth Advisors held its DT Midstream (DTM) position steady in Q3 2023 at 12 shares worth $635. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Sutton Wealth Advisors first reported a position in DTM in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.68K in Q1 2022. 400 funds tracked by Wall St. Rank hold DTM as of Q3 2023.

Sutton Wealth Advisors held 12 shares of DT Midstream worth $635 as of Q3 2023.
Sutton Wealth Advisors left its DT Midstream share count unchanged in Q3 2023.
DT Midstream made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #807 holding.
Sutton Wealth Advisors first reported a position in DT Midstream in Q3 2021 and has held it in 9 quarters since.
Sutton Wealth Advisors's DT Midstream position peaked at $1.68K in Q1 2022.
400 funds tracked by Wall St. Rank held DT Midstream as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.