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9258 Wealth Management’s Kinder Morgan KMI Stock Holding History

9258 Wealth Management’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$500K Buy
22,628
+2
+0% +$42 0.07% 199
2024
Q2 		$450K Buy
22,626
+2
+0% +$38 0.07% 204
2024
Q1 		$415K Sell
22,624
-1,626
-7% -$28.4K 0.06% 224
2023
Q4 		$428K Buy
24,250
+341
+1% +$5.81K 0.08% 202
2023
Q3 		$396K Sell
23,909
-1,047
-4% -$18K 0.08% 206
2023
Q2 		$430K Buy
24,956
+10
+0% +$170 0.08% 199
2023
Q1 		$437K Buy
24,946
+9
+0% +$160 0.09% 197
2022
Q4 		$451K Buy
24,937
+2,492
+11% +$44.8K 0.1% 187
2022
Q3 		$373K Sell
22,445
-714
-3% -$12.7K 0.1% 199
2022
Q2 		$388K Buy
23,159
+8
+0% +$150 0.1% 210
2022
Q1 		$438K Sell
23,151
-146
-0.6% -$2.57K 0.1% 213
2021
Q4 		$369K Buy
23,297
+381
+2% +$6.34K 0.08% 247
2021
Q3 		$383K Buy
22,916
+553
+2% +$9.39K 0.1% 212
2021
Q2 		$408K Buy
22,363
+2,667
+14% +$47.5K 0.11% 204
2021
Q1 		$328K Sell
19,696
-2,061
-9% -$31.5K 0.1% 226
2020
Q4 		$297K Buy
21,757
+4,623
+27% +$61.9K 0.1% 229
2020
Q3 		$204K Buy
17,134
+5
+0% +$70 0.08% 268
2020
Q2 		$260K Buy
17,129
+5
+0% +$76 0.11% 224
2020
Q1 		$257K Buy
17,124
+1
+0% +$19 0.11% 209
2019
Q4 		$362K Buy
17,123
+643
+4% +$13K 0.13% 192
2019
Q3 		$340K Hold
16,480
– – 0.27% 119
2019
Q2 		$344K Hold
16,480
– – 0.28% 119
2019
Q1 		$330K Hold
16,480
– – 0.28% 113
2018
Q4 		$253K Buy
+16,480
New +$279K 0.24% 127

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

9258 Wealth Management's KMI Position: Q3 2024 in Review

9258 Wealth Management increased its Kinder Morgan (KMI) stake by 0.01% in Q3 2024, buying an estimated $42 and bringing the position to 22,628 shares worth $500K. The position accounts for 0.07% of the portfolio, ranked #199.

9258 Wealth Management first reported a position in KMI in Q4 2018 and has held it in 24 quarters since. 1,416 funds tracked by Wall St. Rank hold KMI as of Q3 2024.

  • 9258 Wealth Management held 22,628 shares of Kinder Morgan worth $500K as of Q3 2024.
  • 9258 Wealth Management bought 2 Kinder Morgan shares in Q3 2024, an estimated $42.
  • Kinder Morgan made up 0.07% of 9258 Wealth Management's portfolio in Q3 2024, its #199 holding.
  • 9258 Wealth Management first reported a position in Kinder Morgan in Q4 2018 and has held it in 24 quarters since.
  • 1,416 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.