ICA Group Wealth Management’s Kinder Morgan KMI Stock Holding History

ICA Group Wealth Management’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	$69.8K	Sell	3,512 -16,012	-82%	-$305K	0.04%	207
2024 Q1	$358K	Buy	19,524 +6,939	+55%	+$121K	0.07%	207
2023 Q4	$222K	Hold	12,585	–	–	0.05%	240
2023 Q3	$208K	Sell	12,585 -352	-3%	-$6.07K	0.06%	222
2023 Q2	$223K	Sell	12,937 -1,053	-8%	-$17.9K	0.06%	217
2023 Q1	$245K	Buy	13,990 +186	+1%	+$3.31K	0.06%	214
2022 Q4	$250K	Sell	13,804 -27,178	-66%	-$489K	0.06%	228
2022 Q3	$682K	Buy	40,982 +14,699	+56%	+$261K	0.14%	151
2022 Q2	$492K	Sell	26,283 -162	-0.6%	-$3.03K	0.09%	196
2022 Q1	$523K	Buy	+26,445	New	+$465K	0.1%	189

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

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICA Group Wealth Management's KMI Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Kinder Morgan (KMI) stake by 82% in Q2 2024, selling an estimated $305K and leaving 3,512 shares worth $69.8K. The position accounts for 0.04% of the portfolio, ranked #207.

ICA Group Wealth Management first reported a position in KMI in Q1 2022 and has held it in 10 quarters since. The position peaked at $682K in Q3 2022. 1,391 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

ICA Group Wealth Management held 3,512 shares of Kinder Morgan worth $69.8K as of Q2 2024.
ICA Group Wealth Management sold 16,012 Kinder Morgan shares in Q2 2024, an estimated $305K.
Kinder Morgan made up 0.04% of ICA Group Wealth Management's portfolio in Q2 2024, its #207 holding.
ICA Group Wealth Management first reported a position in Kinder Morgan in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Kinder Morgan position peaked at $682K in Q3 2022.
1,391 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.