Synergy Asset Management’s DT Midstream DTM Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell	-12	Closed	-$944	–	253
2024 Q4	$944	Buy	+12	New	+$1.14K	﹤0.01%	722

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

Synergy Asset Management's DTM Position: Q1 2025 in Review

Synergy Asset Management sold out of DT Midstream (DTM) in Q1 2025, closing a stake of 12 shares — an estimated $944 sold.

Synergy Asset Management first reported a position in DTM in Q4 2024 and held it in 1 quarter. The position peaked at $944 in Q4 2024. 604 funds tracked by Wall St. Rank hold DTM as of Q1 2025.

Synergy Asset Management reported no remaining DT Midstream position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 12 DT Midstream shares in Q1 2025, an estimated $944.
Synergy Asset Management first reported a position in DT Midstream in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's DT Midstream position peaked at $944 in Q4 2024.
604 funds tracked by Wall St. Rank held DT Midstream as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.