Dougherty Wealth Advisers’s Kinder Morgan KMI Stock Holding History

Dougherty Wealth Advisers’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
2023 Q2	–	Sell	-800	Closed	-$14K	–	127
2023 Q1	$14K	Hold	800	–	–	0.02%	116
2022 Q4	$14.5K	Hold	800	–	–	0.02%	118
2022 Q3	$13K	Hold	800	–	–	0.03%	114
2022 Q2	$13K	Hold	800	–	–	0.02%	112
2022 Q1	$15K	Hold	800	–	–	0.02%	115
2021 Q4	$13K	Hold	800	–	–	0.02%	127
2021 Q3	$13K	Hold	800	–	–	0.02%	129
2021 Q2	$15K	Hold	800	–	–	0.02%	123
2021 Q1	$13K	Hold	800	–	–	0.02%	120
2020 Q4	$11K	Hold	800	–	–	0.02%	136
2020 Q3	$10K	Hold	800	–	–	0.03%	143
2020 Q2	$12K	Hold	800	–	–	0.04%	146
2020 Q1	$11K	Hold	800	–	–	0.04%	149
2019 Q4	$17K	Hold	800	–	–	0.05%	154
2019 Q3	$16K	Buy	+800	New	+$16.4K	0.05%	155
2019 Q2	–	Sell	-800	Closed	-$16K	–	251
2019 Q1	$16K	Hold	800	–	–	0.05%	161
2018 Q4	$14K	Buy	+800	New	+$13.5K	0.05%	172

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Dougherty Wealth Advisers's KMI Position: Q2 2023 in Review

Dougherty Wealth Advisers sold out of Kinder Morgan (KMI) in Q2 2023, closing a stake of 800 shares — an estimated $14K sold.

Dougherty Wealth Advisers first reported a position in KMI in Q4 2018 and held it in 17 quarters. The position peaked at $17K in Q4 2019. 1,308 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

Dougherty Wealth Advisers reported no remaining Kinder Morgan position as of Q2 2023 after selling out during the quarter.
Dougherty Wealth Advisers sold 800 Kinder Morgan shares in Q2 2023, an estimated $14K.
Dougherty Wealth Advisers first reported a position in Kinder Morgan in Q4 2018 and held it in 17 quarters.
Dougherty Wealth Advisers's Kinder Morgan position peaked at $17K in Q4 2019.
1,308 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2023, filed 3 Aug 2023.