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Annapolis Financial Services’s Kinder Morgan KMI Stock Holding History

Annapolis Financial Services’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
-4
Closed -$72 – 464
2022
Q4 		$72 Sell
4
-1,500
-100% -$27K ﹤0.01% 432
2022
Q3 		$25K Hold
1,504
– – 0.01% 229
2022
Q2 		$25K Buy
1,504
+4
+0.3% +$75 0.01% 227
2022
Q1 		$28K Hold
1,500
– – 0.01% 231
2021
Q4 		$24K Buy
+1,500
New +$25K 0.01% 246
2021
Q1 		– Sell
-838
Closed -$11K – 438
2020
Q4 		$11K Buy
+838
New +$11.2K ﹤0.01% 242

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

Annapolis Financial Services's KMI Position: Q1 2023 in Review

Annapolis Financial Services sold out of Kinder Morgan (KMI) in Q1 2023, closing a stake of 4 shares — an estimated $72 sold.

Annapolis Financial Services first reported a position in KMI in Q4 2020 and held it in 6 quarters. The position peaked at $28K in Q1 2022. 1,303 funds tracked by Wall St. Rank hold KMI as of Q1 2023.

  • Annapolis Financial Services reported no remaining Kinder Morgan position as of Q1 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 4 Kinder Morgan shares in Q1 2023, an estimated $72.
  • Annapolis Financial Services first reported a position in Kinder Morgan in Q4 2020 and held it in 6 quarters.
  • Annapolis Financial Services's Kinder Morgan position peaked at $28K in Q1 2022.
  • 1,303 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2023.

Based on Annapolis Financial Services's 13F filing for Q1 2023, filed 17 Apr 2023.