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Atlas Wealth’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Atlas Wealth’s Portfolio KYN Stock Details KYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,214
Closed -$158K – 122
2024
Q2 		$158K Buy
+15,214
New +$150K 0.02% 194

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

Atlas Wealth's KYN Position: Q3 2024 in Review

Atlas Wealth sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2024, closing a stake of 15,214 shares — an estimated $158K sold.

Atlas Wealth first reported a position in KYN in Q2 2024 and held it in 1 quarter. The position peaked at $158K in Q2 2024. 226 funds tracked by Wall St. Rank hold KYN as of Q3 2024.

  • Atlas Wealth reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2024 after selling out during the quarter.
  • Atlas Wealth sold 15,214 Kayne Anderson Energy Infrastructure Fund shares in Q3 2024, an estimated $158K.
  • Atlas Wealth first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2024 and held it in 1 quarter.
  • Atlas Wealth's Kayne Anderson Energy Infrastructure Fund position peaked at $158K in Q2 2024.
  • 226 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.