Centerpoint Advisors’s Kinder Morgan KMI Stock Holding History

Centerpoint Advisors’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
2023 Q4	–	Sell	-317	Closed	-$5K	–	519
2023 Q3	$5K	Hold	317	–	–	﹤0.01%	385
2023 Q2	$5K	Hold	317	–	–	﹤0.01%	390
2023 Q1	$6K	Buy	+317	New	+$5.64K	﹤0.01%	384

Other funds holding KMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Centerpoint Advisors's KMI Position: Q4 2023 in Review

Centerpoint Advisors sold out of Kinder Morgan (KMI) in Q4 2023, closing a stake of 317 shares — an estimated $5K sold.

Centerpoint Advisors first reported a position in KMI in Q1 2023 and held it in 3 quarters. The position peaked at $6K in Q1 2023. 1,386 funds tracked by Wall St. Rank hold KMI as of Q4 2023.

Centerpoint Advisors reported no remaining Kinder Morgan position as of Q4 2023 after selling out during the quarter.
Centerpoint Advisors sold 317 Kinder Morgan shares in Q4 2023, an estimated $5K.
Centerpoint Advisors first reported a position in Kinder Morgan in Q1 2023 and held it in 3 quarters.
Centerpoint Advisors's Kinder Morgan position peaked at $6K in Q1 2023.
1,386 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.