B.O.S.S. Retirement Advisors’s Kinder Morgan KMI Stock Holding History

B.O.S.S. Retirement Advisors’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 Q2	–	Sell	-110,749	Closed	-$1.95M	–	170
2024 Q1	$1.95M	Sell	110,749 -1,898	-2%	-$33.2K	0.75%	51
2023 Q4	$1.99M	Buy	112,647 +6,905	+7%	+$118K	0.39%	86
2023 Q3	$1.75M	Buy	105,742 +12,680	+14%	+$219K	0.38%	90
2023 Q2	$1.6M	Buy	+93,062	New	+$1.58M	0.34%	115

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

B.O.S.S. Retirement Advisors's KMI Position: Q2 2024 in Review

B.O.S.S. Retirement Advisors sold out of Kinder Morgan (KMI) in Q2 2024, closing a stake of 110,749 shares — an estimated $1.95M sold.

B.O.S.S. Retirement Advisors first reported a position in KMI in Q2 2023 and held it in 4 quarters. The position peaked at $1.99M in Q4 2023. 1,391 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

B.O.S.S. Retirement Advisors reported no remaining Kinder Morgan position as of Q2 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 110,749 Kinder Morgan shares in Q2 2024, an estimated $1.95M.
B.O.S.S. Retirement Advisors first reported a position in Kinder Morgan in Q2 2023 and held it in 4 quarters.
B.O.S.S. Retirement Advisors's Kinder Morgan position peaked at $1.99M in Q4 2023.
1,391 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.