The Family Firm’s DT Midstream DTM Stock Holding History

The Family Firm’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 Q3	–	Sell	-364	Closed	-$25.9K	–	370
2024 Q2	$25.9K	Buy	+364	New	+$23.9K	0.01%	531

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

EIP

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

The Family Firm's DTM Position: Q3 2024 in Review

The Family Firm sold out of DT Midstream (DTM) in Q3 2024, closing a stake of 364 shares — an estimated $25.9K sold.

The Family Firm first reported a position in DTM in Q2 2024 and held it in 1 quarter. The position peaked at $25.9K in Q2 2024. 498 funds tracked by Wall St. Rank hold DTM as of Q3 2024.

The Family Firm reported no remaining DT Midstream position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 364 DT Midstream shares in Q3 2024, an estimated $25.9K.
The Family Firm first reported a position in DT Midstream in Q2 2024 and held it in 1 quarter.
The Family Firm's DT Midstream position peaked at $25.9K in Q2 2024.
498 funds tracked by Wall St. Rank held DT Midstream as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.