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Altium Wealth Management’s Kinder Morgan KMI Stock Holding History

Altium 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
2022
Q2 		$240K Sell
14,318
-439
-3% -$8.22K 0.02% 327
2022
Q1 		$279K Sell
14,757
-320
-2% -$5.63K 0.02% 323
2021
Q4 		$239K Sell
15,077
-591
-4% -$9.83K 0.02% 345
2021
Q3 		$262K Buy
15,668
+156
+1% +$2.65K 0.02% 325
2021
Q2 		$283K Buy
15,512
+235
+2% +$4.19K 0.02% 327
2021
Q1 		$254K Sell
15,277
-7,175
-32% -$110K 0.02% 323
2020
Q4 		$307K Buy
22,452
+331
+1% +$4.43K 0.03% 281
2020
Q3 		$273K Sell
22,121
-3,626
-14% -$50.5K 0.03% 278
2020
Q2 		$391K Sell
25,747
-1,222
-5% -$18.6K 0.04% 224
2020
Q1 		$375K Buy
26,969
+8,301
+44% +$158K 0.05% 173
2019
Q4 		$395K Buy
18,668
+2,488
+15% +$50.4K 0.05% 190
2019
Q3 		$333K Buy
16,180
+174
+1% +$3.57K 0.04% 203
2019
Q2 		$334K Buy
16,006
+70
+0.4% +$1.41K 0.05% 202
2019
Q1 		$319K Buy
15,936
+3,439
+28% +$64.2K 0.05% 205
2018
Q4 		$192K Buy
12,497
+593
+5% +$10K 0.04% 247
2018
Q3 		$211K Buy
11,904
+970
+9% +$17.3K 0.04% 269
2018
Q2 		$193K Buy
+10,934
New +$179K 0.05% 253

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altium Wealth Management's KMI Position: Q2 2022 in Review

Altium Wealth Management reduced its Kinder Morgan (KMI) stake by 3% in Q2 2022, selling an estimated $8.22K and leaving 14,318 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #327.

Altium Wealth Management first reported a position in KMI in Q2 2018 and has held it in 17 quarters since. The position peaked at $395K in Q4 2019. 1,306 funds tracked by Wall St. Rank hold KMI as of Q2 2022.

  • Altium Wealth Management held 14,318 shares of Kinder Morgan worth $240K as of Q2 2022.
  • Altium Wealth Management sold 439 Kinder Morgan shares in Q2 2022, an estimated $8.22K.
  • Kinder Morgan made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #327 holding.
  • Altium Wealth Management first reported a position in Kinder Morgan in Q2 2018 and has held it in 17 quarters since.
  • Altium Wealth Management's Kinder Morgan position peaked at $395K in Q4 2019.
  • 1,306 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.