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Graves Light Lenhart Wealth’s Kinder Morgan KMI Stock Holding History

Graves Light Lenhart Wealth’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
-18,359
Closed -$337K – 185
2024
Q1 		$337K Buy
+18,359
New +$321K 0.04% 140
2022
Q3 		– Sell
-2,965
Closed -$50K – 384
2022
Q2 		$50K Sell
2,965
-237
-7% -$4.44K 0.01% 303
2022
Q1 		$61K Buy
3,202
+19
+0.6% +$334 0.01% 333
2021
Q4 		$50K Buy
3,183
+18
+0.6% +$300 0.01% 398
2021
Q3 		$53K Buy
3,165
+19
+0.6% +$323 0.01% 363
2021
Q2 		$57K Buy
3,146
+16
+0.5% +$285 0.01% 361
2021
Q1 		$52K Sell
3,130
-23
-0.7% -$351 0.01% 379
2020
Q4 		$43K Buy
+3,153
New +$42.2K 0.01% 395

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

Graves Light Lenhart Wealth's KMI Position: Q2 2024 in Review

Graves Light Lenhart Wealth sold out of Kinder Morgan (KMI) in Q2 2024, closing a stake of 18,359 shares — an estimated $337K sold.

Graves Light Lenhart Wealth first reported a position in KMI in Q4 2020 and held it in 8 quarters. The position peaked at $337K in Q1 2024. 1,391 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

  • Graves Light Lenhart Wealth reported no remaining Kinder Morgan position as of Q2 2024 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 18,359 Kinder Morgan shares in Q2 2024, an estimated $337K.
  • Graves Light Lenhart Wealth first reported a position in Kinder Morgan in Q4 2020 and held it in 8 quarters.
  • Graves Light Lenhart Wealth's Kinder Morgan position peaked at $337K in Q1 2024.
  • 1,391 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.