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TFO Wealth Partners’s DT Midstream DTM Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-3
Closed -$183 – 254
2024
Q1 		$183 Sell
3
-1
-25% -$56 ﹤0.01% 511
2023
Q4 		$219 Hold
4
– – ﹤0.01% 615
2023
Q3 		$198 Buy
4
+1
+33% +$52 ﹤0.01% 802
2023
Q2 		$149 Hold
3
– – ﹤0.01% 581
2023
Q1 		$148 Sell
3
-36
-92% -$1.87K ﹤0.01% 555
2022
Q4 		$3.48K Buy
+39
New +$2.23K ﹤0.01% 201

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TFO Wealth Partners's DTM Position: Q2 2024 in Review

TFO Wealth Partners sold out of DT Midstream (DTM) in Q2 2024, closing a stake of 3 shares — an estimated $183 sold.

TFO Wealth Partners first reported a position in DTM in Q4 2022 and held it in 6 quarters. The position peaked at $3.48K in Q4 2022. 476 funds tracked by Wall St. Rank hold DTM as of Q2 2024.

  • TFO Wealth Partners reported no remaining DT Midstream position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 DT Midstream shares in Q2 2024, an estimated $183.
  • TFO Wealth Partners first reported a position in DT Midstream in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's DT Midstream position peaked at $3.48K in Q4 2022.
  • 476 funds tracked by Wall St. Rank held DT Midstream as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.