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FRG Family Wealth Advisors’s Kinder Morgan KMI Stock Holding History

FRG Family 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
-148
Closed -$2.71K – 259
2024
Q1 		$2.71K Buy
+148
New +$2.58K ﹤0.01% 313
2019
Q1 		– Sell
-17,929
Closed -$276K – 129
2018
Q4 		$276K Sell
17,929
-13,589
-43% -$230K 0.09% 111
2018
Q3 		$559K Sell
31,518
-7,775
-20% -$139K 0.15% 98
2018
Q2 		$694K Sell
39,293
-8,656
-18% -$142K 0.21% 91
2018
Q1 		$722K Sell
47,949
-8,943
-16% -$155K 0.24% 91
2017
Q4 		$1.03M Sell
56,892
-11,036
-16% -$198K 0.33% 82
2017
Q3 		$1.3M Sell
67,928
-3,400
-5% -$66.2K 0.45% 70
2017
Q2 		$1.37M Buy
71,328
+4,810
+7% +$95.6K 0.5% 64
2017
Q1 		$1.43M Buy
66,518
+7,305
+12% +$160K 0.56% 59
2016
Q4 		$1.23M Sell
59,213
-13,269
-18% -$280K 0.51% 64
2016
Q3 		$1.68M Buy
72,482
+272
+0.4% +$5.76K 0.76% 47
2016
Q2 		$1.35M Buy
72,210
+3,196
+5% +$57K 0.61% 55
2016
Q1 		$1.23M Sell
69,014
-857
-1% -$14K 0.6% 58
2015
Q4 		$1.04M Buy
+69,871
New +$1.67M 0.51% 67

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FRG Family Wealth Advisors's KMI Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Kinder Morgan (KMI) in Q2 2024, closing a stake of 148 shares — an estimated $2.71K sold.

FRG Family Wealth Advisors first reported a position in KMI in Q4 2015 and held it in 14 quarters. The position peaked at $1.68M in Q3 2016. 1,391 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Kinder Morgan position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 148 Kinder Morgan shares in Q2 2024, an estimated $2.71K.
  • FRG Family Wealth Advisors first reported a position in Kinder Morgan in Q4 2015 and held it in 14 quarters.
  • FRG Family Wealth Advisors's Kinder Morgan position peaked at $1.68M in Q3 2016.
  • 1,391 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.