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Cedar Brook Financial Partners’s Kinder Morgan KMI Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-12,413
Closed -$228K – 238
2024
Q1 		$228K Buy
12,413
+144
+1% +$2.52K 0.05% 383
2023
Q4 		$219K Buy
+12,269
New +$209K 0.05% 367
2023
Q2 		– Sell
-10,434
Closed -$183K – 417
2023
Q1 		$183K Buy
+10,434
New +$186K 0.05% 371

Other funds holding KMI

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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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cedar Brook Financial Partners's KMI Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Kinder Morgan (KMI) in Q2 2024, closing a stake of 12,413 shares — an estimated $228K sold.

Cedar Brook Financial Partners first reported a position in KMI in Q1 2023 and held it in 3 quarters. The position peaked at $228K in Q1 2024. 1,391 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Kinder Morgan position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 12,413 Kinder Morgan shares in Q2 2024, an estimated $228K.
  • Cedar Brook Financial Partners first reported a position in Kinder Morgan in Q1 2023 and held it in 3 quarters.
  • Cedar Brook Financial Partners's Kinder Morgan position peaked at $228K in Q1 2024.
  • 1,391 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.