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Atlas Capital Advisors’s Kinder Morgan KMI Stock Holding History

Atlas Capital 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
2024
Q1 		– Sell
-4,927
Closed -$86.9K – 934
2023
Q4 		$86.9K Sell
4,927
-489
-9% -$8.34K 0.01% 520
2023
Q3 		$89.8K Sell
5,416
-1,552
-22% -$26.8K 0.01% 471
2023
Q2 		$120K Hold
6,968
– – 0.02% 449
2023
Q1 		$122K Sell
6,968
-442
-6% -$7.86K 0.02% 431
2022
Q4 		$134K Hold
7,410
– – 0.02% 403
2022
Q3 		$123K Sell
7,410
-1,500
-17% -$26.7K 0.02% 413
2022
Q2 		$149K Hold
8,910
– – 0.03% 400
2022
Q1 		$168K Sell
8,910
-1,827
-17% -$32.2K 0.03% 387
2021
Q4 		$170K Buy
10,737
+1,456
+16% +$24.2K 0.03% 382
2021
Q3 		$155K Sell
9,281
-5,892
-39% -$100K 0.02% 382
2021
Q2 		$277K Buy
15,173
+5,400
+55% +$96.3K 0.05% 312
2021
Q1 		$163K Buy
9,773
+2,198
+29% +$33.6K 0.03% 353
2020
Q4 		$104K Buy
+7,575
New +$101K 0.02% 390
2020
Q3 		– Sell
-19,345
Closed -$293K – 458
2020
Q2 		$293K Sell
19,345
-15,814
-45% -$240K 0.07% 256
2020
Q1 		$489K Sell
35,159
-13,039
-27% -$248K 0.15% 158
2019
Q4 		$1.02M Sell
48,198
-2,444
-5% -$49.5K 0.25% 102
2019
Q3 		$1.04M Buy
50,642
+7,252
+17% +$149K 0.31% 92
2019
Q2 		$906K Buy
43,390
+1,359
+3% +$27.4K 0.3% 93
2019
Q1 		$841K Buy
42,031
+206
+0.5% +$3.85K 0.3% 94
2018
Q4 		$643K Buy
+41,825
New +$708K 0.26% 103
2018
Q2 		– Sell
-806
Closed -$12.1K – 539
2018
Q1 		$12.1K Buy
+806
New +$14K ﹤0.01% 471

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Capital Advisors's KMI Position: Q1 2024 in Review

Atlas Capital Advisors sold out of Kinder Morgan (KMI) in Q1 2024, closing a stake of 4,927 shares — an estimated $86.9K sold.

Atlas Capital Advisors first reported a position in KMI in Q1 2018 and held it in 21 quarters. The position peaked at $1.04M in Q3 2019. 1,369 funds tracked by Wall St. Rank hold KMI as of Q1 2024.

  • Atlas Capital Advisors reported no remaining Kinder Morgan position as of Q1 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 4,927 Kinder Morgan shares in Q1 2024, an estimated $86.9K.
  • Atlas Capital Advisors first reported a position in Kinder Morgan in Q1 2018 and held it in 21 quarters.
  • Atlas Capital Advisors's Kinder Morgan position peaked at $1.04M in Q3 2019.
  • 1,369 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.

Based on Atlas Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.