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Edge Wealth Management’s Kinder Morgan KMI Stock Holding History

Edge 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
2022
Q1 		– Sell
-2,135
Closed -$34K – 282
2021
Q4 		$34K Hold
2,135
– – 0.01% 205
2021
Q3 		$36K Hold
2,135
– – 0.01% 203
2021
Q2 		$39K Hold
2,135
– – 0.01% 208
2021
Q1 		$36K Hold
2,135
– – 0.01% 214
2020
Q4 		$29K Buy
2,135
+500
+31% +$6.69K 0.01% 215
2020
Q3 		$20K Buy
1,635
+1,135
+227% +$15.8K ﹤0.01% 261
2020
Q2 		$8K Hold
500
– – ﹤0.01% 493
2020
Q1 		$7K Hold
500
– – ﹤0.01% 432
2019
Q4 		$11K Hold
500
– – ﹤0.01% 416
2019
Q3 		$10K Hold
500
– – ﹤0.01% 408
2019
Q2 		$10K Hold
500
– – ﹤0.01% 412
2019
Q1 		$10K Hold
500
– – ﹤0.01% 400
2018
Q4 		$8K Buy
+500
New +$8.46K ﹤0.01% 425
2016
Q3 		– Sell
-26
Closed – – 504
2016
Q2 		$0 Sell
26
-5
-16% -$89 ﹤0.01% 471
2016
Q1 		$1K Sell
31
-5,000
-99% -$81.8K ﹤0.01% 409
2015
Q4 		$75K Buy
5,031
+4,351
+640% +$104K 0.03% 160
2015
Q3 		$18K Buy
680
+8
+1% +$265 0.01% 243
2015
Q2 		$26K Buy
672
+106
+19% +$4.42K 0.01% 233
2015
Q1 		$24K Sell
566
-75
-12% -$3.1K 0.01% 240
2014
Q4 		$27K Buy
641
+116
+22% +$4.57K 0.01% 239
2014
Q3 		$20K Buy
+525
New +$19.9K 0.01% 258

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Edge Wealth Management's KMI Position: Q1 2022 in Review

Edge Wealth Management sold out of Kinder Morgan (KMI) in Q1 2022, closing a stake of 2,135 shares — an estimated $34K sold.

Edge Wealth Management first reported a position in KMI in Q3 2014 and held it in 21 quarters. The position peaked at $75K in Q4 2015. 1,301 funds tracked by Wall St. Rank hold KMI as of Q1 2022.

  • Edge Wealth Management reported no remaining Kinder Morgan position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 2,135 Kinder Morgan shares in Q1 2022, an estimated $34K.
  • Edge Wealth Management first reported a position in Kinder Morgan in Q3 2014 and held it in 21 quarters.
  • Edge Wealth Management's Kinder Morgan position peaked at $75K in Q4 2015.
  • 1,301 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.