Core Wealth Advisors (Florida)’s Kinder Morgan KMI Stock Holding History

Core Wealth Advisors (Florida)’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	-3	Closed	-$56	–	148
2024 Q1	$56	Hold	3	–	–	﹤0.01%	259
2023 Q4	$53	Hold	3	–	–	﹤0.01%	260
2023 Q3	$50	Hold	3	–	–	﹤0.01%	237
2023 Q2	$52	Hold	3	–	–	﹤0.01%	232
2023 Q1	$53	Hold	3	–	–	﹤0.01%	255
2022 Q4	$54	Hold	3	–	–	﹤0.01%	256
2022 Q3	$0	Buy	+3	New	+$53	﹤0.01%	226
2020 Q2	–	Sell	-112	Closed	-$2K	–	148
2020 Q1	$2K	Buy	+112	New	+$2.13K	﹤0.01%	132

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Core Wealth Advisors (Florida)'s KMI Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Kinder Morgan (KMI) in Q2 2024, closing a stake of 3 shares — an estimated $56 sold.

Core Wealth Advisors (Florida) first reported a position in KMI in Q1 2020 and held it in 8 quarters. The position peaked at $2K in Q1 2020. 1,391 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Kinder Morgan position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 3 Kinder Morgan shares in Q2 2024, an estimated $56.
Core Wealth Advisors (Florida) first reported a position in Kinder Morgan in Q1 2020 and held it in 8 quarters.
Core Wealth Advisors (Florida)'s Kinder Morgan position peaked at $2K in Q1 2020.
1,391 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.