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Ironwood Financial’s Kinder Morgan KMI Stock Holding History

Ironwood Financial’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
2021
Q4 		– Sell
-206
Closed -$3K – 353
2021
Q3 		$3K Hold
206
– – ﹤0.01% 478
2021
Q2 		$4K Sell
206
-102
-33% -$1.82K ﹤0.01% 449
2021
Q1 		$5K Hold
308
– – ﹤0.01% 417
2020
Q4 		$4K Hold
308
– – ﹤0.01% 396
2020
Q3 		$4K Hold
308
– – ﹤0.01% 349
2020
Q2 		$5K Buy
+308
New +$4.68K ﹤0.01% 311

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Ironwood Financial's KMI Position: Q4 2021 in Review

Ironwood Financial sold out of Kinder Morgan (KMI) in Q4 2021, closing a stake of 206 shares — an estimated $3K sold.

Ironwood Financial first reported a position in KMI in Q2 2020 and held it in 6 quarters. The position peaked at $5K in Q1 2021. 1,275 funds tracked by Wall St. Rank hold KMI as of Q4 2021.

  • Ironwood Financial reported no remaining Kinder Morgan position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 206 Kinder Morgan shares in Q4 2021, an estimated $3K.
  • Ironwood Financial first reported a position in Kinder Morgan in Q2 2020 and held it in 6 quarters.
  • Ironwood Financial's Kinder Morgan position peaked at $5K in Q1 2021.
  • 1,275 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.