Lee Financial’s Kinetik KNTK Stock Holding History

Lee Financial’s Portfolio KNTK Stock Details KNTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-162	Closed	-$5.41K	–	523
2023 Q4	$5.41K	Hold	162	–	–	﹤0.01%	530
2023 Q3	$5.47K	Hold	162	–	–	﹤0.01%	505
2023 Q2	$5.69K	Hold	162	–	–	﹤0.01%	486
2023 Q1	$5.07K	Hold	162	–	–	﹤0.01%	530
2022 Q4	$5.36K	Hold	162	–	–	﹤0.01%	543
2022 Q3	$5K	Hold	162	–	–	﹤0.01%	541
2022 Q2	$6K	Hold	162	–	–	﹤0.01%	531
2022 Q1	$5K	Buy	+162	New	+$5.29K	﹤0.01%	513

Other funds holding KNTK

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Unisphere Establishment Vaduz, Liechtenstein $11.7B AUM 0.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Lee Financial's KNTK Position: Q1 2024 in Review

Lee Financial sold out of Kinetik (KNTK) in Q1 2024, closing a stake of 162 shares — an estimated $5.41K sold.

Lee Financial first reported a position in KNTK in Q1 2022 and held it in 8 quarters. The position peaked at $6K in Q2 2022. 190 funds tracked by Wall St. Rank hold KNTK as of Q1 2024.

Lee Financial reported no remaining Kinetik position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 162 Kinetik shares in Q1 2024, an estimated $5.41K.
Lee Financial first reported a position in Kinetik in Q1 2022 and held it in 8 quarters.
Lee Financial's Kinetik position peaked at $6K in Q2 2022.
190 funds tracked by Wall St. Rank held Kinetik as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.