Curi Wealth Management’s Kinder Morgan KMI Stock Holding History

Curi Wealth Management’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	-25,582	Closed	-$451K	–	78
2023 Q4	$451K	Sell	25,582 -771	-3%	-$13.1K	0.06%	96
2023 Q3	$437K	Sell	26,353 -2,347	-8%	-$40.5K	0.07%	92
2023 Q2	$494K	Sell	28,700 -1,955	-6%	-$33.2K	0.07%	92
2023 Q1	$537K	Sell	30,655 -3,615	-11%	-$64.3K	0.08%	95
2022 Q4	$620K	Buy	34,270 +5,647	+20%	+$102K	0.09%	107
2022 Q3	$476K	Buy	28,623 +26,458	+1,222%	+$470K	0.08%	105
2022 Q2	$36K	Sell	2,165 -978	-31%	-$18.3K	0.01%	255
2022 Q1	$59K	Buy	3,143 +1,021	+48%	+$18K	0.01%	202
2021 Q4	$33K	Buy	+2,122	New	+$35.3K	0.01%	205
2021 Q1	–	Sell	-1,007	Closed	-$13K	–	301
2020 Q4	$13K	Buy	+1,007	New	+$13.5K	0.01%	222

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

Curi Wealth Management's KMI Position: Q1 2024 in Review

Curi Wealth Management sold out of Kinder Morgan (KMI) in Q1 2024, closing a stake of 25,582 shares — an estimated $451K sold.

Curi Wealth Management first reported a position in KMI in Q4 2020 and held it in 10 quarters. The position peaked at $620K in Q4 2022. 1,369 funds tracked by Wall St. Rank hold KMI as of Q1 2024.

Curi Wealth Management reported no remaining Kinder Morgan position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 25,582 Kinder Morgan shares in Q1 2024, an estimated $451K.
Curi Wealth Management first reported a position in Kinder Morgan in Q4 2020 and held it in 10 quarters.
Curi Wealth Management's Kinder Morgan position peaked at $620K in Q4 2022.
1,369 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.