Aviso Wealth Management’s Kinder Morgan KMI Stock Holding History

Aviso 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
2024 Q1	–	Sell	-13,040	Closed	-$230K	–	153
2023 Q4	$230K	Buy	+13,040	New	+$222K	0.17%	129

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aviso Wealth Management's KMI Position: Q1 2024 in Review

Aviso Wealth Management sold out of Kinder Morgan (KMI) in Q1 2024, closing a stake of 13,040 shares — an estimated $230K sold.

Aviso Wealth Management first reported a position in KMI in Q4 2023 and held it in 1 quarter. The position peaked at $230K in Q4 2023. 1,369 funds tracked by Wall St. Rank hold KMI as of Q1 2024.

Aviso Wealth Management reported no remaining Kinder Morgan position as of Q1 2024 after selling out during the quarter.
Aviso Wealth Management sold 13,040 Kinder Morgan shares in Q1 2024, an estimated $230K.
Aviso Wealth Management first reported a position in Kinder Morgan in Q4 2023 and held it in 1 quarter.
Aviso Wealth Management's Kinder Morgan position peaked at $230K in Q4 2023.
1,369 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.

Based on Aviso Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.