FWM
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ForthRight Wealth Management’s Kinder Morgan KMI Stock Holding History

ForthRight 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
2021
Q1 		– Sell
-1,983
Closed -$27K – 116
2020
Q4 		$27K Buy
+1,983
New +$26.5K 0.02% 86

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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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

ForthRight Wealth Management's KMI Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Kinder Morgan (KMI) in Q1 2021, closing a stake of 1,983 shares — an estimated $27K sold.

ForthRight Wealth Management first reported a position in KMI in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 1,145 funds tracked by Wall St. Rank hold KMI as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Kinder Morgan position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 1,983 Kinder Morgan shares in Q1 2021, an estimated $27K.
  • ForthRight Wealth Management first reported a position in Kinder Morgan in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Kinder Morgan position peaked at $27K in Q4 2020.
  • 1,145 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.