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Blue Bell Private Wealth Management’s Kinetik KNTK Stock Holding History

Blue Bell Private Wealth Management’s Portfolio KNTK Stock Details KNTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-40
Closed -$1K – 718
2022
Q3 		$1K Hold
40
– – ﹤0.01% 688
2022
Q2 		$1K Hold
40
– – ﹤0.01% 740
2022
Q1 		$1K Hold
40
– – ﹤0.01% 800
2021
Q4 		$1K Buy
+40
New +$1.37K ﹤0.01% 789

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BlackRock
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TIS
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ACG
Aventail Capital Group New York $1.74B AUM 49.22% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Blue Bell Private Wealth Management's KNTK Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Kinetik (KNTK) in Q4 2022, closing a stake of 40 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in KNTK in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 110 funds tracked by Wall St. Rank hold KNTK as of Q4 2022.

  • Blue Bell Private Wealth Management reported no remaining Kinetik position as of Q4 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 40 Kinetik shares in Q4 2022, an estimated $1K.
  • Blue Bell Private Wealth Management first reported a position in Kinetik in Q4 2021 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Kinetik position peaked at $1K in Q3 2022.
  • 110 funds tracked by Wall St. Rank held Kinetik as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.