Financial Partners Capital Management’s Kinder Morgan KMI Stock Holding History

Financial Partners Capital 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 Q4	$6.16M	Buy	340,868 +4,517	+1%	+$81.2K	1.37%	25
2022 Q3	$5.6M	Buy	336,351 +5,026	+2%	+$89.3K	1.32%	28
2022 Q2	$5.55M	Buy	331,325 +10,254	+3%	+$192K	1.19%	29
2022 Q1	$6.07M	Buy	321,071 +9,403	+3%	+$166K	1.13%	33
2021 Q4	$4.94M	Buy	311,668 +14,909	+5%	+$248K	0.88%	38
2021 Q3	$4.96M	Buy	296,759 +43	+0%	+$730	0.91%	38
2021 Q2	$5.41M	Sell	296,716 -81,627	-22%	-$1.46M	0.99%	37
2021 Q1	$6.3M	Buy	378,343 +185,667	+96%	+$2.84M	1.27%	30
2020 Q4	$2.63M	Sell	192,676 -159,594	-45%	-$2.14M	0.6%	36
2020 Q3	$4.34M	Buy	352,270 +34,541	+11%	+$481K	1.15%	31
2020 Q2	$4.82M	Buy	317,729 +10,522	+3%	+$160K	1.39%	29
2020 Q1	$4.28M	Buy	+307,207	New	+$5.85M	1.37%	30

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Financial Partners Capital Management's KMI Position: Q4 2022 in Review

Financial Partners Capital Management increased its Kinder Morgan (KMI) stake by 1.3% in Q4 2022, buying an estimated $81.2K and bringing the position to 340,868 shares worth $6.16M. The position accounts for 1.37% of the portfolio, ranked #25.

Financial Partners Capital Management first reported a position in KMI in Q1 2020 and has held it in 12 quarters since. The position peaked at $6.3M in Q1 2021. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

Financial Partners Capital Management held 340,868 shares of Kinder Morgan worth $6.16M as of Q4 2022.
Financial Partners Capital Management bought 4,517 Kinder Morgan shares in Q4 2022, an estimated $81.2K.
Kinder Morgan made up 1.37% of Financial Partners Capital Management's portfolio in Q4 2022, its #25 holding.
Financial Partners Capital Management first reported a position in Kinder Morgan in Q1 2020 and has held it in 12 quarters since.
Financial Partners Capital Management's Kinder Morgan position peaked at $6.3M in Q1 2021.
1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.