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Wintrust Investments’s DT Midstream DTM Stock Holding History

Wintrust Investments’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
Q4 		$36K Sell
369
-97
-21% -$9.24K 0.03% 298
2024
Q3 		$36K Sell
466
-3,862
-89% -$288K 0.03% 359
2024
Q2 		$307K Buy
+4,328
New +$284K 0.03% 373

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wintrust Investments's DTM Position: Q4 2024 in Review

Wintrust Investments reduced its DT Midstream (DTM) stake by 21% in Q4 2024, selling an estimated $9.24K and leaving 369 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #298.

Wintrust Investments first reported a position in DTM in Q2 2024 and has held it in 3 quarters since. The position peaked at $307K in Q2 2024. 582 funds tracked by Wall St. Rank hold DTM as of Q4 2024.

  • Wintrust Investments held 369 shares of DT Midstream worth $36K as of Q4 2024.
  • Wintrust Investments sold 97 DT Midstream shares in Q4 2024, an estimated $9.24K.
  • DT Midstream made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #298 holding.
  • Wintrust Investments first reported a position in DT Midstream in Q2 2024 and has held it in 3 quarters since.
  • Wintrust Investments's DT Midstream position peaked at $307K in Q2 2024.
  • 582 funds tracked by Wall St. Rank held DT Midstream as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.