Janiczek Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Janiczek Wealth Management’s Portfolio KYN Stock Details KYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$197	Hold	19	–	–	﹤0.01%	1043
2024 Q1	$191	Hold	19	–	–	﹤0.01%	1050
2023 Q4	$167	Hold	19	–	–	﹤0.01%	1070
2023 Q3	$160	Hold	19	–	–	﹤0.01%	1033
2023 Q2	$155	Hold	19	–	–	﹤0.01%	963
2023 Q1	$163	Hold	19	–	–	﹤0.01%	971
2022 Q4	$170	Buy	+19	New	+$165	﹤0.01%	996
2022 Q3	–	Sell	-19	Closed	–	–	996
2022 Q2	$0	Hold	19	–	–	﹤0.01%	1011
2022 Q1	$0	Buy	+19	New	+$161	﹤0.01%	1016

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Janiczek Wealth Management held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q2 2024 at 19 shares worth $197. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Janiczek Wealth Management first reported a position in KYN in Q1 2022 and has held it in 9 quarters since. 220 funds tracked by Wall St. Rank hold KYN as of Q2 2024.

Janiczek Wealth Management held 19 shares of Kayne Anderson Energy Infrastructure Fund worth $197 as of Q2 2024.
Janiczek Wealth Management left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q2 2024.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1043 holding.
Janiczek Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2022 and has held it in 9 quarters since.
220 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2024.

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