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Cypress Point Wealth Management’s Kinder Morgan KMI Stock Holding History

Cypress Point 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
2021
Q4 		– Sell
-915
Closed -$15K – 99
2021
Q3 		$15K Buy
915
+15
+2% +$255 0.01% 103
2021
Q2 		$16K Buy
900
+12
+1% +$214 0.01% 116
2021
Q1 		$15K Buy
888
+15
+2% +$229 0.02% 70
2020
Q4 		$12K Buy
+873
New +$11.7K 0.02% 149

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Cypress Point Wealth Management's KMI Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Kinder Morgan (KMI) in Q4 2021, closing a stake of 915 shares — an estimated $15K sold.

Cypress Point Wealth Management first reported a position in KMI in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q2 2021. 1,275 funds tracked by Wall St. Rank hold KMI as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Kinder Morgan position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 915 Kinder Morgan shares in Q4 2021, an estimated $15K.
  • Cypress Point Wealth Management first reported a position in Kinder Morgan in Q4 2020 and held it in 4 quarters.
  • Cypress Point Wealth Management's Kinder Morgan position peaked at $16K in Q2 2021.
  • 1,275 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.