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Freedman Financial Associates’s Kinder Morgan KMI Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-450
Closed -$9K – 230
2022
Q1 		$9K Hold
450
– – 0.01% 367
2021
Q4 		$7K Hold
450
– – ﹤0.01% 365
2021
Q3 		$8K Hold
450
– – 0.01% 362
2021
Q2 		$8K Sell
450
-250
-36% -$4.46K 0.01% 363
2021
Q1 		$12K Hold
700
– – 0.01% 336
2020
Q4 		$10K Buy
+700
New +$9.37K 0.01% 351

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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedman Financial Associates's KMI Position: Q2 2022 in Review

Freedman Financial Associates sold out of Kinder Morgan (KMI) in Q2 2022, closing a stake of 450 shares — an estimated $9K sold.

Freedman Financial Associates first reported a position in KMI in Q4 2020 and held it in 6 quarters. The position peaked at $12K in Q1 2021. 1,306 funds tracked by Wall St. Rank hold KMI as of Q2 2022.

  • Freedman Financial Associates reported no remaining Kinder Morgan position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 450 Kinder Morgan shares in Q2 2022, an estimated $9K.
  • Freedman Financial Associates first reported a position in Kinder Morgan in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Kinder Morgan position peaked at $12K in Q1 2021.
  • 1,306 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.