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Atlas Private Wealth Management’s Kinder Morgan KMI Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-6,753
Closed -$112K – 250
2021
Q1 		$112K Sell
6,753
-780
-10% -$11.9K 0.07% 144
2020
Q4 		$103K Sell
7,533
-540
-7% -$7.23K 0.07% 149
2020
Q3 		$100K Buy
8,073
+62
+0.8% +$864 0.08% 146
2020
Q2 		$122K Buy
8,011
+59
+0.7% +$897 0.1% 136
2020
Q1 		$111K Sell
7,952
-725
-8% -$13.8K 0.1% 139
2019
Q4 		$184K Buy
+8,677
New +$176K 0.14% 127

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Atlas Private Wealth Management's KMI Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Kinder Morgan (KMI) in Q2 2021, closing a stake of 6,753 shares — an estimated $112K sold.

Atlas Private Wealth Management first reported a position in KMI in Q4 2019 and held it in 6 quarters. The position peaked at $184K in Q4 2019. 1,173 funds tracked by Wall St. Rank hold KMI as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Kinder Morgan position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 6,753 Kinder Morgan shares in Q2 2021, an estimated $112K.
  • Atlas Private Wealth Management first reported a position in Kinder Morgan in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Kinder Morgan position peaked at $184K in Q4 2019.
  • 1,173 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.