BKM Wealth Management’s Cheniere Energy LNG Stock Holding History

BKM Wealth Management’s Portfolio LNG Stock Details LNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-110	Closed	-$18.8K	–	393
2023 Q4	$18.8K	Buy	+110	New	+$18.9K	0.01%	387

Other funds holding LNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BKM Wealth Management's LNG Position: Q1 2024 in Review

BKM Wealth Management sold out of Cheniere Energy (LNG) in Q1 2024, closing a stake of 110 shares — an estimated $18.8K sold.

BKM Wealth Management first reported a position in LNG in Q4 2023 and held it in 1 quarter. The position peaked at $18.8K in Q4 2023. 989 funds tracked by Wall St. Rank hold LNG as of Q1 2024.

BKM Wealth Management reported no remaining Cheniere Energy position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 110 Cheniere Energy shares in Q1 2024, an estimated $18.8K.
BKM Wealth Management first reported a position in Cheniere Energy in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Cheniere Energy position peaked at $18.8K in Q4 2023.
989 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.