Lake Point Wealth Management’s Kinder Morgan KMI Stock Holding History

Lake Point 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
2022 Q2	$10K	Buy	596 +446	+297%	+$8.35K	0.01%	154
2022 Q1	$3K	Hold	150	–	–	﹤0.01%	294
2021 Q4	$2K	Hold	150	–	–	﹤0.01%	337
2021 Q3	$3K	Hold	150	–	–	﹤0.01%	283
2021 Q2	$3K	Buy	+150	New	+$2.67K	﹤0.01%	293
2020 Q1	$1K	Hold	50	–	–	﹤0.01%	334
2019 Q4	$1K	Buy	+50	New	+$1.01K	﹤0.01%	569
2019 Q2	$16K	Hold	771	–	–	0.01%	269
2019 Q1	$16K	Hold	771	–	–	0.01%	269
2018 Q4	$12K	Buy	+771	New	+$13.1K	﹤0.01%	429

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lake Point Wealth Management's KMI Position: Q2 2022 in Review

Lake Point Wealth Management increased its Kinder Morgan (KMI) stake by 297% in Q2 2022, buying an estimated $8.35K and bringing the position to 596 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #154.

Lake Point Wealth Management first reported a position in KMI in Q4 2018 and has held it in 10 quarters since. The position peaked at $16K in Q2 2019. 1,306 funds tracked by Wall St. Rank hold KMI as of Q2 2022.

Lake Point Wealth Management held 596 shares of Kinder Morgan worth $10K as of Q2 2022.
Lake Point Wealth Management bought 446 Kinder Morgan shares in Q2 2022, an estimated $8.35K.
Kinder Morgan made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #154 holding.
Lake Point Wealth Management first reported a position in Kinder Morgan in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Kinder Morgan position peaked at $16K in Q2 2019.
1,306 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.