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Intelligent Financial Strategies’s Kinder Morgan KMI Stock Holding History

Intelligent Financial Strategies’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
Q2 		– Sell
-668
Closed -$13K – 105
2022
Q1 		$13K Hold
668
– – 0.01% 103
2021
Q4 		$11K Buy
+668
New +$11.1K 0.01% 105

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intelligent Financial Strategies's KMI Position: Q2 2022 in Review

Intelligent Financial Strategies sold out of Kinder Morgan (KMI) in Q2 2022, closing a stake of 668 shares — an estimated $13K sold.

Intelligent Financial Strategies first reported a position in KMI in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 1,306 funds tracked by Wall St. Rank hold KMI as of Q2 2022.

  • Intelligent Financial Strategies reported no remaining Kinder Morgan position as of Q2 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 668 Kinder Morgan shares in Q2 2022, an estimated $13K.
  • Intelligent Financial Strategies first reported a position in Kinder Morgan in Q4 2021 and held it in 2 quarters.
  • Intelligent Financial Strategies's Kinder Morgan position peaked at $13K in Q1 2022.
  • 1,306 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2022.

Based on Intelligent Financial Strategies's 13F filing for Q2 2022, filed 8 Aug 2022.