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Institutional & Family Asset Management’s Kodiak Gas Services KGS Stock Holding History

Institutional & Family Asset Management’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$142K Hold
5,191
– – 0.02% 164
2024
Q1 		$142K Buy
5,191
+3,081
+146% +$74.3K 0.02% 159
2023
Q4 		$42.4K Buy
+2,110
New +$38K 0.01% 250

Other funds holding KGS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Institutional & Family Asset Management's KGS Position: Q2 2024 in Review

Institutional & Family Asset Management held its Kodiak Gas Services (KGS) position steady in Q2 2024 at 5,191 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #164.

Institutional & Family Asset Management first reported a position in KGS in Q4 2023 and has held it in 3 quarters since. The position peaked at $142K in Q1 2024. 143 funds tracked by Wall St. Rank hold KGS as of Q2 2024.

  • Institutional & Family Asset Management held 5,191 shares of Kodiak Gas Services worth $142K as of Q2 2024.
  • Institutional & Family Asset Management left its Kodiak Gas Services share count unchanged in Q2 2024.
  • Kodiak Gas Services made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #164 holding.
  • Institutional & Family Asset Management first reported a position in Kodiak Gas Services in Q4 2023 and has held it in 3 quarters since.
  • Institutional & Family Asset Management's Kodiak Gas Services position peaked at $142K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.