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Connectus Wealth’s Kinder Morgan KMI Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-173,731
Closed -$3.06M – 445
2023
Q4 		$3.06M Buy
173,731
+8,887
+5% +$151K 0.06% 207
2023
Q3 		$2.73M Sell
164,844
-2,111
-1% -$36.4K 0.06% 221
2023
Q2 		$2.88M Buy
166,955
+2,127
+1% +$36.1K 0.07% 187
2023
Q1 		$2.89M Buy
164,828
+2,008
+1% +$35.7K 0.07% 191
2022
Q4 		$2.94M Buy
162,820
+52
+0% +$935 0.07% 172
2022
Q3 		$2.71M Buy
162,768
+8
+0% +$142 0.06% 233
2022
Q2 		$2.73M Sell
162,760
-62
-0% -$1.16K 0.06% 185
2022
Q1 		$2.58M Sell
162,822
-1,280
-0.8% -$22.5K 0.08% 143
2021
Q4 		$2.6M Buy
+164,102
New +$2.73M 0.1% 118

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
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

Connectus Wealth's KMI Position: Q1 2024 in Review

Connectus Wealth sold out of Kinder Morgan (KMI) in Q1 2024, closing a stake of 173,731 shares — an estimated $3.06M sold.

Connectus Wealth first reported a position in KMI in Q4 2021 and held it in 9 quarters. The position peaked at $3.06M in Q4 2023. 1,369 funds tracked by Wall St. Rank hold KMI as of Q1 2024.

  • Connectus Wealth reported no remaining Kinder Morgan position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 173,731 Kinder Morgan shares in Q1 2024, an estimated $3.06M.
  • Connectus Wealth first reported a position in Kinder Morgan in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's Kinder Morgan position peaked at $3.06M in Q4 2023.
  • 1,369 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.