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Atomi Financial Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Atomi Financial Group’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
Q1 		– Sell
-19,550
Closed -$172K – 749
2023
Q4 		$172K Buy
19,550
+285
+1% +$2.38K 0.02% 558
2023
Q3 		$162K Buy
+19,265
New +$166K 0.05% 324

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Atomi Financial Group's KYN Position: Q1 2024 in Review

Atomi Financial Group sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2024, closing a stake of 19,550 shares — an estimated $172K sold.

Atomi Financial Group first reported a position in KYN in Q3 2023 and held it in 2 quarters. The position peaked at $172K in Q4 2023. 227 funds tracked by Wall St. Rank hold KYN as of Q1 2024.

  • Atomi Financial Group reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2024 after selling out during the quarter.
  • Atomi Financial Group sold 19,550 Kayne Anderson Energy Infrastructure Fund shares in Q1 2024, an estimated $172K.
  • Atomi Financial Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2023 and held it in 2 quarters.
  • Atomi Financial Group's Kayne Anderson Energy Infrastructure Fund position peaked at $172K in Q4 2023.
  • 227 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2024.

Based on Atomi Financial Group's 13F filing for Q1 2024, filed 7 May 2024.