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Castle Wealth Management’s Kinder Morgan KMI Stock Holding History

Castle 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
2022
Q4 		– Sell
-600
Closed -$10K – 378
2022
Q3 		$10K Hold
600
– – 0.01% 421
2022
Q2 		$10K Buy
+600
New +$11.2K 0.01% 398

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Castle Wealth Management's KMI Position: Q4 2022 in Review

Castle Wealth Management sold out of Kinder Morgan (KMI) in Q4 2022, closing a stake of 600 shares — an estimated $10K sold.

Castle Wealth Management first reported a position in KMI in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

  • Castle Wealth Management reported no remaining Kinder Morgan position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 600 Kinder Morgan shares in Q4 2022, an estimated $10K.
  • Castle Wealth Management first reported a position in Kinder Morgan in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Kinder Morgan position peaked at $10K in Q3 2022.
  • 1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.