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Claraphi Advisory Network’s Kinder Morgan KMI Stock Holding History

Claraphi Advisory Network’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 		$539K Buy
29,794
+6,620
+29% +$119K 0.21% 125
2022
Q3 		$386K Sell
23,174
-34,260
-60% -$609K 0.21% 122
2022
Q2 		$963K Buy
57,434
+1,244
+2% +$23.3K 0.34% 69
2022
Q1 		$1.06M Buy
56,190
+17,904
+47% +$315K 0.31% 66
2021
Q4 		$607K Sell
38,286
-5,215
-12% -$86.8K 0.21% 121
2021
Q3 		$728K Sell
43,501
-1,932
-4% -$32.8K 0.26% 89
2021
Q2 		$828K Sell
45,433
-256
-0.6% -$4.56K 0.25% 87
2021
Q1 		$761K Buy
45,689
+9,591
+27% +$146K 0.21% 103
2020
Q4 		$493K Sell
36,098
-1,855
-5% -$24.8K 0.13% 141
2020
Q3 		$468K Buy
37,953
+181
+0.5% +$2.52K 0.17% 120
2020
Q2 		$573K Sell
37,772
-335
-0.9% -$5.09K 0.24% 79
2020
Q1 		$530K Sell
38,107
-1,902
-5% -$36.2K 0.25% 75
2019
Q4 		$847K Buy
40,009
+2,884
+8% +$58.4K 0.52% 40
2019
Q3 		$765K Buy
37,125
+118
+0.3% +$2.42K 0.46% 42
2019
Q2 		$773K Buy
37,007
+149
+0.4% +$3K 0.45% 47
2019
Q1 		$738K Sell
36,858
-1,735
-4% -$32.4K 0.46% 46
2018
Q4 		$593K Sell
38,593
-4,613
-11% -$78.1K 0.45% 59
2018
Q3 		$766K Buy
43,206
+2,078
+5% +$37.1K 0.43% 55
2018
Q2 		$727K Buy
41,128
+1,679
+4% +$27.5K 0.47% 57
2018
Q1 		$594K Buy
39,449
+1,706
+5% +$29.6K 0.42% 64
2017
Q4 		$682K Buy
+37,743
New +$677K 0.53% 55

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

Claraphi Advisory Network's KMI Position: Q4 2022 in Review

Claraphi Advisory Network increased its Kinder Morgan (KMI) stake by 29% in Q4 2022, buying an estimated $119K and bringing the position to 29,794 shares worth $539K. The position accounts for 0.21% of the portfolio, ranked #125.

Claraphi Advisory Network first reported a position in KMI in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.06M in Q1 2022. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

  • Claraphi Advisory Network held 29,794 shares of Kinder Morgan worth $539K as of Q4 2022.
  • Claraphi Advisory Network bought 6,620 Kinder Morgan shares in Q4 2022, an estimated $119K.
  • Kinder Morgan made up 0.21% of Claraphi Advisory Network's portfolio in Q4 2022, its #125 holding.
  • Claraphi Advisory Network first reported a position in Kinder Morgan in Q4 2017 and has held it in 21 quarters since.
  • Claraphi Advisory Network's Kinder Morgan position peaked at $1.06M in Q1 2022.
  • 1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.