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B. Riley Wealth Management’s Kinder Morgan KMI Stock Holding History

B. Riley 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
2022
Q2 		$1.5K Buy
89,539
+70,000
+358% +$1.31M ﹤0.01% 253
2022
Q1 		$369K Sell
19,539
-5,932
-23% -$104K 0.03% 399
2021
Q4 		$404K Buy
25,471
+7,122
+39% +$119K 0.03% 395
2021
Q3 		$307K Sell
18,349
-23,036
-56% -$391K 0.02% 449
2021
Q2 		$754K Sell
41,385
-13,639
-25% -$243K 0.08% 188
2021
Q1 		$916K Buy
55,024
+604
+1% +$9.22K 0.11% 162
2020
Q4 		$744K Sell
54,420
-105,211
-66% -$1.41M 0.1% 167
2020
Q3 		$1.97M Buy
159,631
+79,981
+100% +$1.11M 0.23% 94
2020
Q2 		$1.21M Sell
79,650
-111,026
-58% -$1.69M 0.13% 144
2020
Q1 		$2.65M Buy
190,676
+163,213
+594% +$3.11M 0.28% 89
2019
Q4 		$582K Buy
27,463
+9,983
+57% +$202K 0.09% 199
2019
Q3 		$360K Buy
17,480
+988
+6% +$20.3K 0.06% 252
2019
Q2 		$344 Buy
16,492
+711
+5% +$14.3K 0.05% 260
2019
Q1 		$316K Sell
15,781
-600
-4% -$11.2K 0.05% 268
2018
Q4 		$252K Sell
16,381
-3,890
-19% -$65.8K 0.05% 272
2018
Q3 		$359K Buy
+20,271
New +$362K 0.09% 193
2016
Q1 		$179K Sell
10,023
-223
-2% -$3.65K 0.27% 120
2015
Q4 		$152K Sell
10,246
-4,768
-32% -$114K 0.19% 143
2015
Q3 		$415K Buy
15,014
+803
+6% +$26.6K 0.59% 51
2015
Q2 		$545K Sell
14,211
-759
-5% -$31.7K 0.43% 44
2015
Q1 		$629K Buy
14,970
+378
+3% +$15.7K 0.47% 46
2014
Q4 		$617K Buy
14,592
+9,517
+188% +$375K 0.5% 41
2014
Q3 		$194K Sell
5,075
-797
-14% -$30.3K 0.14% 200
2014
Q2 		$212K Sell
5,872
-122
-2% -$4.12K 0.14% 203
2014
Q1 		$195K Buy
+5,994
New +$201K 0.14% 196

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Management's KMI Position: Q2 2022 in Review

B. Riley Wealth Management increased its Kinder Morgan (KMI) stake by 358% in Q2 2022, buying an estimated $1.31M and bringing the position to 89,539 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

B. Riley Wealth Management first reported a position in KMI in Q1 2014 and has held it in 25 quarters since. The position peaked at $2.65M in Q1 2020. 1,306 funds tracked by Wall St. Rank hold KMI as of Q2 2022.

  • B. Riley Wealth Management held 89,539 shares of Kinder Morgan worth $1.5K as of Q2 2022.
  • B. Riley Wealth Management bought 70,000 Kinder Morgan shares in Q2 2022, an estimated $1.31M.
  • Kinder Morgan made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #253 holding.
  • B. Riley Wealth Management first reported a position in Kinder Morgan in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Kinder Morgan position peaked at $2.65M in Q1 2020.
  • 1,306 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.