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Laurel Wealth Planning’s Kinder Morgan KMI Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-10
Closed -$181 – 133
2022
Q4 		$181 Hold
10
– – ﹤0.01% 210
2022
Q3 		$0 Hold
10
– – ﹤0.01% 234
2022
Q2 		$0 Hold
10
– – ﹤0.01% 267
2022
Q1 		$0 Hold
10
– – ﹤0.01% 270
2021
Q4 		$0 Hold
10
– – ﹤0.01% 215
2021
Q3 		$0 Hold
10
– – ﹤0.01% 224
2021
Q2 		$0 Hold
10
– – ﹤0.01% 139
2021
Q1 		$0 Hold
10
– – ﹤0.01% 128
2020
Q4 		$0 Buy
+10
New +$134 ﹤0.01% 126

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

Laurel Wealth Planning's KMI Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Kinder Morgan (KMI) in Q1 2023, closing a stake of 10 shares — an estimated $181 sold.

Laurel Wealth Planning first reported a position in KMI in Q4 2020 and held it in 9 quarters. The position peaked at $181 in Q4 2022. 1,303 funds tracked by Wall St. Rank hold KMI as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Kinder Morgan position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 10 Kinder Morgan shares in Q1 2023, an estimated $181.
  • Laurel Wealth Planning first reported a position in Kinder Morgan in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's Kinder Morgan position peaked at $181 in Q4 2022.
  • 1,303 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.