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Baystate Wealth Management’s Kinder Morgan KMI Stock Holding History

Baystate 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
Q4 		$87.1K Sell
4,936
-6,016
-55% -$103K 0.01% 292
2023
Q3 		$182K Buy
10,952
+117
+1% +$2.02K 0.02% 205
2023
Q2 		$187K Buy
10,835
+123
+1% +$2.09K 0.02% 193
2023
Q1 		$188K Buy
10,712
+159
+2% +$2.83K 0.02% 185
2022
Q4 		$191K Buy
10,553
+3,507
+50% +$63.1K 0.02% 192
2022
Q3 		$117K Buy
7,046
+6,016
+584% +$107K 0.01% 219
2022
Q2 		$17K Buy
1,030
+15
+1% +$281 ﹤0.01% 473
2022
Q1 		$19K Buy
1,015
+15
+2% +$264 ﹤0.01% 468
2021
Q4 		$16K Buy
+1,000
New +$16.6K ﹤0.01% 500
2020
Q3 		– Sell
-180
Closed -$3K – 693
2020
Q2 		$3K Buy
+180
New +$2.74K ﹤0.01% 503
2019
Q4 		– Sell
-23
Closed – – 641
2019
Q3 		$0 Buy
23
+1
+5% +$21 ﹤0.01% 605
2019
Q2 		$1K Buy
22
+1
+5% +$20 ﹤0.01% 575
2019
Q1 		$1K Hold
21
– – ﹤0.01% 585
2018
Q4 		$1K Hold
21
– – ﹤0.01% 593
2018
Q3 		$1K Hold
21
– – ﹤0.01% 602
2018
Q2 		$1K Sell
21
-1,754
-99% -$28.7K ﹤0.01% 619
2018
Q1 		$29K Buy
1,775
+1,254
+241% +$21.7K ﹤0.01% 250
2017
Q4 		$10K Hold
521
– – ﹤0.01% 368
2017
Q3 		$10K Sell
521
-70
-12% -$1.36K ﹤0.01% 346
2017
Q2 		$12K Hold
591
– – ﹤0.01% 329
2017
Q1 		$13K Sell
591
-154
-21% -$3.37K ﹤0.01% 315
2016
Q4 		$16K Buy
+745
New +$15.7K ﹤0.01% 249

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Baystate Wealth Management's KMI Position: Q4 2023 in Review

Baystate Wealth Management reduced its Kinder Morgan (KMI) stake by 55% in Q4 2023, selling an estimated $103K and leaving 4,936 shares worth $87.1K. The position accounts for 0.01% of the portfolio, ranked #292.

Baystate Wealth Management first reported a position in KMI in Q4 2016 and has held it in 22 quarters since. The position peaked at $191K in Q4 2022. 1,386 funds tracked by Wall St. Rank hold KMI as of Q4 2023.

  • Baystate Wealth Management held 4,936 shares of Kinder Morgan worth $87.1K as of Q4 2023.
  • Baystate Wealth Management sold 6,016 Kinder Morgan shares in Q4 2023, an estimated $103K.
  • Kinder Morgan made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #292 holding.
  • Baystate Wealth Management first reported a position in Kinder Morgan in Q4 2016 and has held it in 22 quarters since.
  • Baystate Wealth Management's Kinder Morgan position peaked at $191K in Q4 2022.
  • 1,386 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.