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Aletheian Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Aletheian Wealth Advisors’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
-21,458
Closed -$388K – 74
2022
Q4 		$388K Buy
+21,458
New +$386K 0.33% 60

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

Aletheian Wealth Advisors's KMI Position: Q1 2023 in Review

Aletheian Wealth Advisors sold out of Kinder Morgan (KMI) in Q1 2023, closing a stake of 21,458 shares — an estimated $388K sold.

Aletheian Wealth Advisors first reported a position in KMI in Q4 2022 and held it in 1 quarter. The position peaked at $388K in Q4 2022. 1,303 funds tracked by Wall St. Rank hold KMI as of Q1 2023.

  • Aletheian Wealth Advisors reported no remaining Kinder Morgan position as of Q1 2023 after selling out during the quarter.
  • Aletheian Wealth Advisors sold 21,458 Kinder Morgan shares in Q1 2023, an estimated $388K.
  • Aletheian Wealth Advisors first reported a position in Kinder Morgan in Q4 2022 and held it in 1 quarter.
  • Aletheian Wealth Advisors's Kinder Morgan position peaked at $388K in Q4 2022.
  • 1,303 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2023.

Based on Aletheian Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.