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Atticus Wealth Management’s Kinder Morgan KMI Stock Holding History

Atticus 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
2023
Q1 		– Sell
-4,500
Closed -$81.4K – 565
2022
Q4 		$81.4K Hold
4,500
– – 0.03% 195
2022
Q3 		$75K Hold
4,500
– – 0.04% 194
2022
Q2 		$75K Hold
4,500
– – 0.03% 214
2022
Q1 		$85K Buy
+4,500
New +$79.2K 0.03% 210

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atticus Wealth Management's KMI Position: Q1 2023 in Review

Atticus Wealth Management sold out of Kinder Morgan (KMI) in Q1 2023, closing a stake of 4,500 shares — an estimated $81.4K sold.

Atticus Wealth Management first reported a position in KMI in Q1 2022 and held it in 4 quarters. The position peaked at $85K in Q1 2022. 1,303 funds tracked by Wall St. Rank hold KMI as of Q1 2023.

  • Atticus Wealth Management reported no remaining Kinder Morgan position as of Q1 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 4,500 Kinder Morgan shares in Q1 2023, an estimated $81.4K.
  • Atticus Wealth Management first reported a position in Kinder Morgan in Q1 2022 and held it in 4 quarters.
  • Atticus Wealth Management's Kinder Morgan position peaked at $85K in Q1 2022.
  • 1,303 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2023.

Based on Atticus Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.