Financial Synergies Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Financial Synergies Wealth 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
2024 Q2	–	Sell	-2,475	Closed	-$45.4K	–	271
2024 Q1	$45.4K	Buy	2,475 +1,166	+89%	+$20.4K	0.01%	132
2023 Q4	$23.7K	Sell	1,309 -1,137	-46%	-$19.4K	﹤0.01%	127
2023 Q3	$40.6K	Buy	2,446 +6	+0.2%	+$103	0.01%	122
2023 Q2	$42K	Sell	2,440 -337	-12%	-$5.72K	0.01%	117
2023 Q1	$48.6K	Buy	2,777 +1,468	+112%	+$26.1K	0.01%	111
2022 Q4	$23.7K	Buy	1,309 +1,176	+884%	+$21.2K	﹤0.01%	127
2022 Q3	$2.21K	Hold	133	–	–	﹤0.01%	222
2022 Q2	$2.23K	Buy	+133	New	+$2.49K	﹤0.01%	227

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's KMI Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Kinder Morgan (KMI) in Q2 2024, closing a stake of 2,475 shares — an estimated $45.4K sold.

Financial Synergies Wealth Advisors first reported a position in KMI in Q2 2022 and held it in 8 quarters. The position peaked at $48.6K in Q1 2023. 1,391 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Kinder Morgan position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 2,475 Kinder Morgan shares in Q2 2024, an estimated $45.4K.
Financial Synergies Wealth Advisors first reported a position in Kinder Morgan in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Kinder Morgan position peaked at $48.6K in Q1 2023.
1,391 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.