TCWP’s DT Midstream DTM Stock Holding History

TCWP’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 Q2	–	Sell	-216	Closed	-$11K	–	679
2022 Q1	$11K	Buy	+216	New	+$11.3K	﹤0.01%	853

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

KACA

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

TCWP's DTM Position: Q2 2022 in Review

TCWP sold out of DT Midstream (DTM) in Q2 2022, closing a stake of 216 shares — an estimated $11K sold.

TCWP first reported a position in DTM in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 407 funds tracked by Wall St. Rank hold DTM as of Q2 2022.

TCWP reported no remaining DT Midstream position as of Q2 2022 after selling out during the quarter.
TCWP sold 216 DT Midstream shares in Q2 2022, an estimated $11K.
TCWP first reported a position in DT Midstream in Q1 2022 and held it in 1 quarter.
TCWP's DT Midstream position peaked at $11K in Q1 2022.
407 funds tracked by Wall St. Rank held DT Midstream as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.