AI
KMI icon

AdvisorShares Investments’s Kinder Morgan KMI Stock Holding History

AdvisorShares Investments’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
2023
Q1 		– Sell
-50,424
Closed -$912K – 313
2022
Q4 		$912K Sell
50,424
-5,913
-10% -$106K 0.26% 67
2022
Q3 		$937K Buy
+56,337
New +$1M 0.25% 49

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AdvisorShares Investments's KMI Position: Q1 2023 in Review

AdvisorShares Investments sold out of Kinder Morgan (KMI) in Q1 2023, closing a stake of 50,424 shares — an estimated $912K sold.

AdvisorShares Investments first reported a position in KMI in Q3 2022 and held it in 2 quarters. The position peaked at $937K in Q3 2022. 1,303 funds tracked by Wall St. Rank hold KMI as of Q1 2023.

  • AdvisorShares Investments reported no remaining Kinder Morgan position as of Q1 2023 after selling out during the quarter.
  • AdvisorShares Investments sold 50,424 Kinder Morgan shares in Q1 2023, an estimated $912K.
  • AdvisorShares Investments first reported a position in Kinder Morgan in Q3 2022 and held it in 2 quarters.
  • AdvisorShares Investments's Kinder Morgan position peaked at $937K in Q3 2022.
  • 1,303 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2023.

Based on AdvisorShares Investments's 13F filing for Q1 2023, filed 9 May 2023.