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Fairfield Financial Advisors’s Kinder Morgan KMI Stock Holding History

Fairfield Financial Advisors’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
Q3 		– Sell
-734
Closed -$12.6K – 310
2023
Q2 		$12.6K Buy
734
+12
+2% +$204 0.01% 221
2023
Q1 		$12.5K Buy
722
+11
+2% +$196 0.01% 228
2022
Q4 		$12.9K Buy
711
+11
+2% +$198 0.01% 201
2022
Q3 		$11.7K Buy
700
+10
+1% +$178 0.01% 200
2022
Q2 		$11.6K Buy
690
+9
+1% +$169 0.01% 193
2022
Q1 		$12.9K Buy
+681
New +$12K ﹤0.01% 206

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fairfield Financial Advisors's KMI Position: Q3 2023 in Review

Fairfield Financial Advisors sold out of Kinder Morgan (KMI) in Q3 2023, closing a stake of 734 shares — an estimated $12.6K sold.

Fairfield Financial Advisors first reported a position in KMI in Q1 2022 and held it in 6 quarters. The position peaked at $12.9K in Q1 2022. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • Fairfield Financial Advisors reported no remaining Kinder Morgan position as of Q3 2023 after selling out during the quarter.
  • Fairfield Financial Advisors sold 734 Kinder Morgan shares in Q3 2023, an estimated $12.6K.
  • Fairfield Financial Advisors first reported a position in Kinder Morgan in Q1 2022 and held it in 6 quarters.
  • Fairfield Financial Advisors's Kinder Morgan position peaked at $12.9K in Q1 2022.
  • 1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Fairfield Financial Advisors's 13F filing for Q3 2023, filed 4 Nov 2024.