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Baker Tilly Wealth Management’s Kinder Morgan KMI Stock Holding History

Baker Tilly 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
Q3 		– Sell
-22,956
Closed -$395K – 518
2023
Q2 		$395K Buy
22,956
+3,667
+19% +$62.3K 0.04% 396
2023
Q1 		$338K Buy
+19,289
New +$343K 0.04% 427

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baker Tilly Wealth Management's KMI Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Kinder Morgan (KMI) in Q3 2023, closing a stake of 22,956 shares — an estimated $395K sold.

Baker Tilly Wealth Management first reported a position in KMI in Q1 2023 and held it in 2 quarters. The position peaked at $395K in Q2 2023. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining Kinder Morgan position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 22,956 Kinder Morgan shares in Q3 2023, an estimated $395K.
  • Baker Tilly Wealth Management first reported a position in Kinder Morgan in Q1 2023 and held it in 2 quarters.
  • Baker Tilly Wealth Management's Kinder Morgan position peaked at $395K in Q2 2023.
  • 1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.