Amplius Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Amplius 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
2022 Q1	–	Sell	-294	Closed	-$4K	–	563
2021 Q4	$4K	Buy	+294	New	+$4.89K	﹤0.01%	747

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Amplius Wealth Advisors's KMI Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Kinder Morgan (KMI) in Q1 2022, closing a stake of 294 shares — an estimated $4K sold.

Amplius Wealth Advisors first reported a position in KMI in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 1,301 funds tracked by Wall St. Rank hold KMI as of Q1 2022.

Amplius Wealth Advisors reported no remaining Kinder Morgan position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 294 Kinder Morgan shares in Q1 2022, an estimated $4K.
Amplius Wealth Advisors first reported a position in Kinder Morgan in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Kinder Morgan position peaked at $4K in Q4 2021.
1,301 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.