Wipfli Financial Advisors’s DT Midstream DTM Stock Holding History

Wipfli Financial 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
2022 Q3	$55K	Buy	+1,058	New	+$57.1K	﹤0.01%	1026

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EIP

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Wipfli Financial Advisors's DTM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in DT Midstream (DTM) in Q3 2022: 1,058 shares worth $55K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings.

403 funds tracked by Wall St. Rank hold DTM as of Q3 2022.

Wipfli Financial Advisors held 1,058 shares of DT Midstream worth $55K as of Q3 2022.
DT Midstream was a new Wipfli Financial Advisors position in Q3 2022.
DT Midstream made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1026 holding.
403 funds tracked by Wall St. Rank held DT Midstream as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.