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BDO Wealth Advisors’s Kinder Morgan KMI Stock Holding History

BDO Wealth 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
2023
Q2 		$189K Buy
10,969
+186
+2% +$3.16K 0.02% 266
2023
Q1 		$189K Buy
10,783
+163
+2% +$2.9K 0.02% 257
2022
Q4 		$192K Buy
10,620
+157
+2% +$2.82K 0.02% 264
2022
Q3 		$174K Buy
10,463
+152
+1% +$2.7K 0.02% 264
2022
Q2 		$173K Buy
10,311
+10,301
+103,010% +$193K 0.02% 269
2022
Q1 		$0 Hold
10
– – ﹤0.01% 1096
2021
Q4 		$0 Hold
10
– – ﹤0.01% 1119
2021
Q3 		$0 Sell
10
-945
-99% -$16.1K ﹤0.01% 1081
2021
Q2 		$17K Buy
955
+945
+9,450% +$16.8K ﹤0.01% 664
2021
Q1 		$0 Buy
+10
New +$153 ﹤0.01% 1217
2018
Q4 		– Sell
-25,450
Closed -$451K – 589
2018
Q3 		$451K Hold
25,450
– – 0.15% 101
2018
Q2 		$450K Buy
25,450
+24,798
+3,803% +$406K 0.15% 98
2018
Q1 		$10K Buy
652
+352
+117% +$6.1K ﹤0.01% 395
2017
Q4 		$5K Buy
300
+2
+0.7% +$36 ﹤0.01% 372
2017
Q3 		$6K Sell
298
-965
-76% -$18.8K ﹤0.01% 331
2017
Q2 		$24K Buy
+1,263
New +$25.1K 0.01% 289

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

BDO Wealth Advisors's KMI Position: Q2 2023 in Review

BDO Wealth Advisors increased its Kinder Morgan (KMI) stake by 1.7% in Q2 2023, buying an estimated $3.16K and bringing the position to 10,969 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #266.

BDO Wealth Advisors first reported a position in KMI in Q2 2017 and has held it in 16 quarters since. The position peaked at $451K in Q3 2018. 1,308 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

  • BDO Wealth Advisors held 10,969 shares of Kinder Morgan worth $189K as of Q2 2023.
  • BDO Wealth Advisors bought 186 Kinder Morgan shares in Q2 2023, an estimated $3.16K.
  • Kinder Morgan made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #266 holding.
  • BDO Wealth Advisors first reported a position in Kinder Morgan in Q2 2017 and has held it in 16 quarters since.
  • BDO Wealth Advisors's Kinder Morgan position peaked at $451K in Q3 2018.
  • 1,308 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.