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TCI Wealth Advisors’s DT Midstream DTM Stock Holding History

TCI 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
Q2 		– Sell
-1,138
Closed -$56.2K – 769
2023
Q1 		$56.2K Buy
1,138
+81
+8% +$4.2K 0.01% 404
2022
Q4 		$58.4K Sell
1,057
-26
-2% -$1.49K 0.01% 361
2022
Q3 		$56K Buy
1,083
+462
+74% +$24.9K 0.01% 336
2022
Q2 		$30K Buy
621
+200
+48% +$10.9K ﹤0.01% 512
2022
Q1 		$23K Buy
421
+1
+0.2% +$52 ﹤0.01% 627
2021
Q4 		$20K Buy
420
+11
+3% +$527 ﹤0.01% 709
2021
Q3 		$19K Buy
+409
New +$17.9K ﹤0.01% 708

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCI Wealth Advisors's DTM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of DT Midstream (DTM) in Q2 2023, closing a stake of 1,138 shares — an estimated $56.2K sold.

TCI Wealth Advisors first reported a position in DTM in Q3 2021 and held it in 7 quarters. The position peaked at $58.4K in Q4 2022. 407 funds tracked by Wall St. Rank hold DTM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining DT Midstream position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,138 DT Midstream shares in Q2 2023, an estimated $56.2K.
  • TCI Wealth Advisors first reported a position in DT Midstream in Q3 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's DT Midstream position peaked at $58.4K in Q4 2022.
  • 407 funds tracked by Wall St. Rank held DT Midstream as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.