Buck Wealth Strategies’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Buck Wealth Strategies’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
2023 Q4	–	Sell	-131	Closed	-$1.1K	–	227
2023 Q3	$1.1K	Hold	131	–	–	﹤0.01%	329
2023 Q2	$1.07K	Hold	131	–	–	﹤0.01%	253
2023 Q1	$1.13K	Buy	+131	New	+$1.15K	﹤0.01%	190

Other funds holding KYN

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

RJA

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

Buck Wealth Strategies's KYN Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2023, closing a stake of 131 shares — an estimated $1.1K sold.

Buck Wealth Strategies first reported a position in KYN in Q1 2023 and held it in 3 quarters. The position peaked at $1.13K in Q1 2023. 223 funds tracked by Wall St. Rank hold KYN as of Q4 2023.

Buck Wealth Strategies reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 131 Kayne Anderson Energy Infrastructure Fund shares in Q4 2023, an estimated $1.1K.
Buck Wealth Strategies first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2023 and held it in 3 quarters.
Buck Wealth Strategies's Kayne Anderson Energy Infrastructure Fund position peaked at $1.13K in Q1 2023.
223 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.