Beaird Harris Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Beaird Harris Wealth Management’s Portfolio KYN Stock Details KYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,045	Closed	-$10.8K	–	634
2024 Q2	$10.8K	Buy	+1,045	New	+$10.3K	﹤0.01%	366
2023 Q1	–	Sell	-1,354	Closed	-$11.6K	–	617
2022 Q4	$11.6K	Sell	1,354 -5,387	-80%	-$46.7K	﹤0.01%	309
2022 Q3	$55K	Hold	6,741	–	–	0.01%	157
2022 Q2	$56K	Hold	6,741	–	–	0.02%	128
2022 Q1	$62K	Hold	6,741	–	–	0.02%	173
2021 Q4	$53K	Buy	+6,741	New	+$55.1K	0.02%	227

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAM

Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

Beaird Harris Wealth Management's KYN Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2024, closing a stake of 1,045 shares — an estimated $10.8K sold.

Beaird Harris Wealth Management first reported a position in KYN in Q4 2021 and held it in 6 quarters. The position peaked at $62K in Q1 2022. 226 funds tracked by Wall St. Rank hold KYN as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 1,045 Kayne Anderson Energy Infrastructure Fund shares in Q3 2024, an estimated $10.8K.
Beaird Harris Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2021 and held it in 6 quarters.
Beaird Harris Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $62K in Q1 2022.
226 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.