Brass Tax Wealth Management’s Kinder Morgan KMI Stock Holding History

Brass Tax Wealth Management’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
2024 Q3	–	Sell	-14,372	Closed	-$286K	–	222
2024 Q2	$286K	Buy	+14,372	New	+$274K	0.06%	141

Other funds holding KMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brass Tax Wealth Management's KMI Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of Kinder Morgan (KMI) in Q3 2024, closing a stake of 14,372 shares — an estimated $286K sold.

Brass Tax Wealth Management first reported a position in KMI in Q2 2024 and held it in 1 quarter. The position peaked at $286K in Q2 2024. 1,418 funds tracked by Wall St. Rank hold KMI as of Q3 2024.

Brass Tax Wealth Management reported no remaining Kinder Morgan position as of Q3 2024 after selling out during the quarter.
Brass Tax Wealth Management sold 14,372 Kinder Morgan shares in Q3 2024, an estimated $286K.
Brass Tax Wealth Management first reported a position in Kinder Morgan in Q2 2024 and held it in 1 quarter.
Brass Tax Wealth Management's Kinder Morgan position peaked at $286K in Q2 2024.
1,418 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.