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Janiczek Wealth Management’s Kinder Morgan KMI Stock Holding History

Janiczek 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
2024
Q2 		$86.3K Sell
4,342
-655
-13% -$12.5K 0.02% 307
2024
Q1 		$91.6K Buy
4,997
+53
+1% +$926 0.02% 306
2023
Q4 		$87.2K Buy
4,944
+565
+13% +$9.63K 0.02% 288
2023
Q3 		$72.6K Buy
4,379
+333
+8% +$5.74K 0.02% 305
2023
Q2 		$69.7K Sell
4,046
-1,458
-26% -$24.8K 0.02% 275
2023
Q1 		$98K Buy
5,504
+2,385
+76% +$42.4K 0.03% 218
2022
Q4 		$58.9K Sell
3,119
-1,311
-30% -$23.6K 0.02% 292
2022
Q3 		$76K Buy
4,430
+684
+18% +$12.2K 0.02% 252
2022
Q2 		$68K Buy
3,746
+44
+1% +$824 0.02% 261
2022
Q1 		$70K Buy
3,702
+998
+37% +$17.6K 0.02% 258
2021
Q4 		$43K Buy
2,704
+454
+20% +$7.55K 0.01% 335
2021
Q3 		$38K Sell
2,250
-392
-15% -$6.66K 0.01% 336
2021
Q2 		$48K Buy
2,642
+975
+58% +$17.4K 0.02% 259
2021
Q1 		$28K Buy
1,667
+109
+7% +$1.67K 0.01% 339
2020
Q4 		$21K Buy
1,558
+1,262
+426% +$16.9K 0.01% 343
2020
Q3 		$4K Sell
296
-120
-29% -$1.67K ﹤0.01% 388
2020
Q2 		$6K Buy
+416
New +$6.32K ﹤0.01% 167
2018
Q3 		– Sell
-225
Closed -$4K – 157
2018
Q2 		$4K Buy
+225
New +$3.68K ﹤0.01% 116

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janiczek Wealth Management's KMI Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Kinder Morgan (KMI) stake by 13% in Q2 2024, selling an estimated $12.5K and leaving 4,342 shares worth $86.3K. The position accounts for 0.02% of the portfolio, ranked #307.

Janiczek Wealth Management first reported a position in KMI in Q2 2018 and has held it in 18 quarters since. The position peaked at $98K in Q1 2023. 1,391 funds tracked by Wall St. Rank hold KMI as of Q2 2024.

  • Janiczek Wealth Management held 4,342 shares of Kinder Morgan worth $86.3K as of Q2 2024.
  • Janiczek Wealth Management sold 655 Kinder Morgan shares in Q2 2024, an estimated $12.5K.
  • Kinder Morgan made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #307 holding.
  • Janiczek Wealth Management first reported a position in Kinder Morgan in Q2 2018 and has held it in 18 quarters since.
  • Janiczek Wealth Management's Kinder Morgan position peaked at $98K in Q1 2023.
  • 1,391 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.