Benchmark Investment Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Benchmark Investment Advisors’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 Q2	–	Sell	-10,000	Closed	-$100K	–	96
2024 Q1	$100K	Hold	10,000	–	–	0.08%	90
2023 Q4	$87.8K	Hold	10,000	–	–	0.08%	84
2023 Q3	$84.1K	Hold	10,000	–	–	0.09%	78
2023 Q2	$81.4K	Hold	10,000	–	–	0.08%	90
2023 Q1	$86.4K	Hold	10,000	–	–	0.09%	88
2022 Q4	$85.6K	Hold	10,000	–	–	0.09%	94
2022 Q3	$81K	Hold	10,000	–	–	0.09%	93
2022 Q2	$84K	Sell	10,000 -500	-5%	-$4.53K	0.09%	90
2022 Q1	$97K	Hold	10,500	–	–	0.07%	149
2021 Q4	$82K	Buy	+10,500	New	+$85.7K	0.07%	99

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

RJA

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

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

AAM

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

KACA

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

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

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

Benchmark Investment Advisors's KYN Position: Q2 2024 in Review

Benchmark Investment Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2024, closing a stake of 10,000 shares — an estimated $100K sold.

Benchmark Investment Advisors first reported a position in KYN in Q4 2021 and held it in 10 quarters. The position peaked at $100K in Q1 2024. 220 funds tracked by Wall St. Rank hold KYN as of Q2 2024.

Benchmark Investment Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2024 after selling out during the quarter.
Benchmark Investment Advisors sold 10,000 Kayne Anderson Energy Infrastructure Fund shares in Q2 2024, an estimated $100K.
Benchmark Investment Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2021 and held it in 10 quarters.
Benchmark Investment Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $100K in Q1 2024.
220 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2024.

Based on Benchmark Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.