LWM
KMI icon

Laidlaw Wealth Management’s Kinder Morgan KMI Stock Holding History

Laidlaw 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
2021
Q3 		– Sell
-10,775
Closed -$196K – 271
2021
Q2 		$196K Hold
10,775
– – 0.05% 252
2021
Q1 		$179K Hold
10,775
– – 0.06% 207
2020
Q4 		$147K Buy
+10,775
New +$144K 0.03% 338

Other funds holding KMI

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Laidlaw Wealth Management's KMI Position: Q3 2021 in Review

Laidlaw Wealth Management sold out of Kinder Morgan (KMI) in Q3 2021, closing a stake of 10,775 shares — an estimated $196K sold.

Laidlaw Wealth Management first reported a position in KMI in Q4 2020 and held it in 3 quarters. The position peaked at $196K in Q2 2021. 1,202 funds tracked by Wall St. Rank hold KMI as of Q3 2021.

  • Laidlaw Wealth Management reported no remaining Kinder Morgan position as of Q3 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 10,775 Kinder Morgan shares in Q3 2021, an estimated $196K.
  • Laidlaw Wealth Management first reported a position in Kinder Morgan in Q4 2020 and held it in 3 quarters.
  • Laidlaw Wealth Management's Kinder Morgan position peaked at $196K in Q2 2021.
  • 1,202 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2021.

Based on Laidlaw Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.