IWP
KMI icon

Icon Wealth Partners’s Kinder Morgan KMI Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$4.86M Sell
293,286
-31,273
-10% -$539K 0.55% 36
2023
Q2 		$5.59M Sell
324,559
-8,868
-3% -$151K 0.59% 29
2023
Q1 		$5.84M Buy
+333,427
New +$5.93M 0.64% 30
2022
Q2 		$5.55M Buy
330,909
+55,128
+20% +$1.03M 0.66% 30
2022
Q1 		$5.21M Buy
275,781
+43,550
+19% +$767K 0.52% 46
2021
Q4 		$3.68M Buy
232,231
+38,480
+20% +$640K 0.37% 72
2021
Q3 		$3.24M Buy
193,751
+26,389
+16% +$448K 0.34% 81
2021
Q2 		$3.05M Buy
167,362
+15,263
+10% +$272K 0.33% 79
2021
Q1 		$2.53M Buy
152,099
+11,479
+8% +$175K 0.32% 84
2020
Q4 		$1.92M Buy
140,620
+10,389
+8% +$139K 0.3% 81
2020
Q3 		$1.61M Buy
130,231
+39,102
+43% +$545K 0.31% 81
2020
Q2 		$1.38M Sell
91,129
-21,645
-19% -$329K 0.33% 58
2020
Q1 		$1.57M Buy
112,774
+10,194
+10% +$194K 0.62% 29
2019
Q4 		$2.17M Buy
102,580
+1,135
+1% +$23K 0.69% 26
2019
Q3 		$2.09M Sell
101,445
-953
-0.9% -$19.6K 0.72% 23
2019
Q2 		$2.14M Sell
102,398
-70
-0.1% -$1.41K 0.76% 25
2019
Q1 		$2.05M Sell
102,468
-181
-0.2% -$3.38K 0.77% 25
2018
Q4 		$1.58M Sell
102,649
-3,077
-3% -$52.1K 0.76% 29
2018
Q3 		$1.88M Buy
105,726
+5,152
+5% +$92.1K 0.78% 26
2018
Q2 		$1.78M Buy
100,574
+5,667
+6% +$92.7K 0.75% 25
2018
Q1 		$1.43M Buy
94,907
+12,781
+16% +$221K 0.77% 29
2017
Q4 		$1.48M Buy
+82,126
New +$1.47M 0.74% 26

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Icon Wealth Partners's KMI Position: Q3 2023 in Review

Icon Wealth Partners reduced its Kinder Morgan (KMI) stake by 9.6% in Q3 2023, selling an estimated $539K and leaving 293,286 shares worth $4.86M. The position accounts for 0.55% of the portfolio, ranked #36.

Icon Wealth Partners first reported a position in KMI in Q4 2017 and has held it in 22 quarters since. The position peaked at $5.84M in Q1 2023. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • Icon Wealth Partners held 293,286 shares of Kinder Morgan worth $4.86M as of Q3 2023.
  • Icon Wealth Partners sold 31,273 Kinder Morgan shares in Q3 2023, an estimated $539K.
  • Kinder Morgan made up 0.55% of Icon Wealth Partners's portfolio in Q3 2023, its #36 holding.
  • Icon Wealth Partners first reported a position in Kinder Morgan in Q4 2017 and has held it in 22 quarters since.
  • Icon Wealth Partners's Kinder Morgan position peaked at $5.84M in Q1 2023.
  • 1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.