Fortis Advisors’s Kinder Morgan KMI Stock Holding History

Fortis 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
2022 Q4	–	Sell	-5,720	Closed	-$95K	–	271
2022 Q3	$95K	Hold	5,720	–	–	0.07%	121
2022 Q2	$96K	Hold	5,720	–	–	0.06%	131
2022 Q1	$108K	Buy	+5,720	New	+$101K	0.06%	149
2020 Q3	–	Sell	-3,000	Closed	-$46K	–	167
2020 Q2	$46K	Sell	3,000 -9,000	-75%	-$137K	0.05%	121
2020 Q1	$167K	Buy	12,000 +3,000	+33%	+$57.1K	0.11%	97
2019 Q4	$191K	Hold	9,000	–	–	0.12%	126
2019 Q3	$185K	Hold	9,000	–	–	0.09%	135
2019 Q2	$188K	Hold	9,000	–	–	0.09%	121
2019 Q1	$180K	Hold	9,000	–	–	0.09%	129
2018 Q4	$138K	Hold	9,000	–	–	0.08%	142
2018 Q3	$160K	Hold	9,000	–	–	0.09%	95
2018 Q2	$159K	Hold	9,000	–	–	0.09%	93
2018 Q1	$136K	Hold	9,000	–	–	0.07%	96
2017 Q4	$163K	Hold	9,000	–	–	0.1%	80
2017 Q3	$173K	Buy	+9,000	New	+$175K	0.12%	65
2017 Q2	–	Sell	-175	Closed	-$4K	–	94
2017 Q1	$4K	Buy	+175	New	+$3.82K	﹤0.01%	80

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

Fortis Advisors's KMI Position: Q4 2022 in Review

Fortis Advisors sold out of Kinder Morgan (KMI) in Q4 2022, closing a stake of 5,720 shares — an estimated $95K sold.

Fortis Advisors first reported a position in KMI in Q1 2017 and held it in 16 quarters. The position peaked at $191K in Q4 2019. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

Fortis Advisors reported no remaining Kinder Morgan position as of Q4 2022 after selling out during the quarter.
Fortis Advisors sold 5,720 Kinder Morgan shares in Q4 2022, an estimated $95K.
Fortis Advisors first reported a position in Kinder Morgan in Q1 2017 and held it in 16 quarters.
Fortis Advisors's Kinder Morgan position peaked at $191K in Q4 2019.
1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Fortis Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.