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Tiedemann Advisors’s DT Midstream DTM Stock Holding History

Tiedemann 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
Q1 		– Sell
-52,215
Closed -$2.92M – 252
2022
Q4 		$2.92M Buy
52,215
+7
+0% +$400 0.14% 60
2022
Q3 		$2.74M Buy
52,208
+36,238
+227% +$1.96M 0.17% 63
2022
Q2 		$784K Buy
+15,970
New +$872K 0.06% 130

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tiedemann Advisors's DTM Position: Q1 2023 in Review

Tiedemann Advisors sold out of DT Midstream (DTM) in Q1 2023, closing a stake of 52,215 shares — an estimated $2.92M sold.

Tiedemann Advisors first reported a position in DTM in Q2 2022 and held it in 3 quarters. The position peaked at $2.92M in Q4 2022. 417 funds tracked by Wall St. Rank hold DTM as of Q1 2023.

  • Tiedemann Advisors reported no remaining DT Midstream position as of Q1 2023 after selling out during the quarter.
  • Tiedemann Advisors sold 52,215 DT Midstream shares in Q1 2023, an estimated $2.92M.
  • Tiedemann Advisors first reported a position in DT Midstream in Q2 2022 and held it in 3 quarters.
  • Tiedemann Advisors's DT Midstream position peaked at $2.92M in Q4 2022.
  • 417 funds tracked by Wall St. Rank held DT Midstream as of Q1 2023.

Based on Tiedemann Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.