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Independent Solutions Wealth Management’s Kinder Morgan KMI Stock Holding History

Independent Solutions 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
2023
Q3 		– Sell
-13,965
Closed -$240K – 216
2023
Q2 		$240K Sell
13,965
-1,282
-8% -$21.8K 0.06% 191
2023
Q1 		$267K Hold
15,247
– – 0.08% 176
2022
Q4 		$276K Sell
15,247
-710
-4% -$12.8K 0.08% 174
2022
Q3 		$266K Buy
15,957
+211
+1% +$3.75K 0.09% 176
2022
Q2 		$264K Buy
+15,746
New +$295K 0.08% 175

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

Independent Solutions Wealth Management's KMI Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of Kinder Morgan (KMI) in Q3 2023, closing a stake of 13,965 shares — an estimated $240K sold.

Independent Solutions Wealth Management first reported a position in KMI in Q2 2022 and held it in 5 quarters. The position peaked at $276K in Q4 2022. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • Independent Solutions Wealth Management reported no remaining Kinder Morgan position as of Q3 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 13,965 Kinder Morgan shares in Q3 2023, an estimated $240K.
  • Independent Solutions Wealth Management first reported a position in Kinder Morgan in Q2 2022 and held it in 5 quarters.
  • Independent Solutions Wealth Management's Kinder Morgan position peaked at $276K in Q4 2022.
  • 1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.