Arax Advisory Partners’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Arax Advisory Partners’s Portfolio KMF Stock Details KMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,714	Closed	-$40.7K	–	1453
2023 Q3	$40.7K	Buy	5,714 +125	+2%	+$921	0.01%	492
2023 Q2	$39.7K	Buy	5,589 +117	+2%	+$844	0.01%	488
2023 Q1	$42K	Buy	5,472 +110	+2%	+$822	0.01%	485
2022 Q4	$40.3K	Buy	5,362 +113	+2%	+$864	0.01%	480
2022 Q3	$37K	Buy	5,249 +111	+2%	+$903	0.01%	475
2022 Q2	$39K	Buy	+5,138	New	+$42.1K	0.01%	464

Other funds holding KMF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Arax Advisory Partners's KMF Position: Q4 2023 in Review

Arax Advisory Partners sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2023, closing a stake of 5,714 shares — an estimated $40.7K sold.

Arax Advisory Partners first reported a position in KMF in Q2 2022 and held it in 6 quarters. The position peaked at $42K in Q1 2023. 2 funds tracked by Wall St. Rank hold KMF as of Q4 2023.

Arax Advisory Partners reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2023 after selling out during the quarter.
Arax Advisory Partners sold 5,714 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2023, an estimated $40.7K.
Arax Advisory Partners first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q2 2022 and held it in 6 quarters.
Arax Advisory Partners's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $42K in Q1 2023.
2 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2023.

Based on Arax Advisory Partners's 13F filing for Q4 2023, filed 6 Feb 2024.