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Laurel Wealth Advisors (California)’s Kinder Morgan KMI Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$596K Sell
32,969
-843
-2% -$15.2K 0.06% 323
2022
Q3 		$563K Buy
33,812
+3,911
+13% +$69.5K 0.06% 317
2022
Q2 		$502K Buy
29,901
+3,036
+11% +$56.8K 0.05% 357
2022
Q1 		$508K Sell
26,865
-562
-2% -$9.89K 0.04% 404
2021
Q4 		$435K Buy
27,427
+12,339
+82% +$205K 0.03% 490
2021
Q3 		$252K Sell
15,088
-5,343
-26% -$90.8K 0.05% 379
2021
Q2 		$373K Sell
20,431
-1,207
-6% -$21.5K 0.05% 346
2021
Q1 		$360K Buy
21,638
+2,212
+11% +$33.8K 0.05% 316
2020
Q4 		$266K Buy
19,426
+1,320
+7% +$17.7K 0.04% 363
2020
Q3 		$223K Sell
18,106
-11
-0.1% -$153 0.04% 370
2020
Q2 		$275K Sell
18,117
-192
-1% -$2.92K 0.05% 301
2020
Q1 		$255K Sell
18,309
-1,237
-6% -$23.5K 0.06% 310
2019
Q4 		$414K Sell
19,546
-22,884
-54% -$463K 0.07% 289
2019
Q3 		$874K Buy
42,430
+11,924
+39% +$245K 0.15% 167
2019
Q2 		$637K Sell
30,506
-995
-3% -$20.1K 0.14% 164
2019
Q1 		$630K Buy
31,501
+242
+0.8% +$4.52K 0.16% 151
2018
Q4 		$480K Buy
31,259
+304
+1% +$5.15K 0.14% 167
2018
Q3 		$548K Sell
30,955
-2,761
-8% -$49.4K 0.13% 171
2018
Q2 		$595K Buy
33,716
+100
+0.3% +$1.64K 0.16% 141
2018
Q1 		$506K Sell
33,616
-2,635
-7% -$45.6K 0.16% 157
2017
Q4 		$655K Buy
36,251
+1,378
+4% +$24.7K 0.19% 130
2017
Q3 		$668K Sell
34,873
-1,498
-4% -$29.2K 0.22% 108
2017
Q2 		$696K Sell
36,371
-353
-1% -$7.02K 0.25% 109
2017
Q1 		$798K Buy
36,724
+415
+1% +$9.07K 0.31% 91
2016
Q4 		$751K Sell
36,309
-11,934
-25% -$252K 0.33% 84
2016
Q3 		$1.12M Sell
48,243
-4,683
-9% -$99.2K 0.53% 59
2016
Q2 		$991K Sell
52,926
-210
-0.4% -$3.74K 0.48% 62
2016
Q1 		$949K Sell
53,136
-2,224
-4% -$36.4K 0.48% 59
2015
Q4 		$826K Buy
+55,360
New +$1.32M 0.43% 65

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Laurel Wealth Advisors (California)'s KMI Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Kinder Morgan (KMI) stake by 2.5% in Q4 2022, selling an estimated $15.2K and leaving 32,969 shares worth $596K. The position accounts for 0.06% of the portfolio, ranked #323.

Laurel Wealth Advisors (California) first reported a position in KMI in Q4 2015 and has held it in 29 quarters since. The position peaked at $1.12M in Q3 2016. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

  • Laurel Wealth Advisors (California) held 32,969 shares of Kinder Morgan worth $596K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 843 Kinder Morgan shares in Q4 2022, an estimated $15.2K.
  • Kinder Morgan made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #323 holding.
  • Laurel Wealth Advisors (California) first reported a position in Kinder Morgan in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Kinder Morgan position peaked at $1.12M in Q3 2016.
  • 1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.