Heritage Wealth Management (Arizona)’s Kinder Morgan KMI Stock Holding History

Heritage Wealth Management (Arizona)’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	$22.6K	Buy	1,252 +626	+100%	+$11.3K	﹤0.01%	643
2022 Q3	$10K	Buy	626 +46	+8%	+$818	﹤0.01%	651
2022 Q2	$9.72K	Hold	580	–	–	﹤0.01%	669
2022 Q1	$11K	Buy	+580	New	+$10.2K	﹤0.01%	695
2021 Q3	$10K	Buy	580 +145	+33%	+$2.46K	﹤0.01%	655
2021 Q2	$8K	Hold	435	–	–	﹤0.01%	687
2021 Q1	$7K	Buy	+435	New	+$6.64K	﹤0.01%	609

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

Heritage Wealth Management (Arizona)'s KMI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Kinder Morgan (KMI) stake by 100% in Q4 2022, buying an estimated $11.3K and bringing the position to 1,252 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Heritage Wealth Management (Arizona) first reported a position in KMI in Q1 2021 and has held it in 7 quarters since. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,252 shares of Kinder Morgan worth $22.6K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 626 Kinder Morgan shares in Q4 2022, an estimated $11.3K.
Kinder Morgan made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #643 holding.
Heritage Wealth Management (Arizona) first reported a position in Kinder Morgan in Q1 2021 and has held it in 7 quarters since.
1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.