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Legacy Wealth Planning’s Kinder Morgan KMI Stock Holding History

Legacy 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
2022
Q3 		$242K Sell
14,532
-1,757
-11% -$31.2K 0.4% 57
2022
Q2 		$273K Buy
16,289
+401
+3% +$7.51K 0.39% 60
2022
Q1 		$300K Buy
15,888
+2
+0% +$35 0.35% 58
2021
Q4 		$252K Buy
15,886
+2
+0% +$33 0.29% 74
2021
Q3 		$266K Buy
15,884
+2
+0% +$34 0.3% 77
2021
Q2 		$290K Buy
15,882
+2
+0% +$36 0.33% 66
2021
Q1 		$264K Buy
15,880
+4,002
+34% +$61.1K 0.34% 66
2020
Q4 		$162K Buy
11,878
+2
+0% +$27 0.21% 83
2020
Q3 		$146K Buy
11,876
+2
+0% +$28 0.17% 76
2020
Q2 		$180K Buy
11,874
+10,692
+905% +$163K 0.21% 75
2020
Q1 		$165K Sell
1,182
-10,689
-90% -$203K 0.26% 67
2019
Q4 		$251K Buy
+11,871
New +$240K 0.28% 61

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

Legacy Wealth Planning's KMI Position: Q3 2022 in Review

Legacy Wealth Planning reduced its Kinder Morgan (KMI) stake by 11% in Q3 2022, selling an estimated $31.2K and leaving 14,532 shares worth $242K. The position accounts for 0.4% of the portfolio, ranked #57.

Legacy Wealth Planning first reported a position in KMI in Q4 2019 and has held it in 12 quarters since. The position peaked at $300K in Q1 2022. 1,295 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

  • Legacy Wealth Planning held 14,532 shares of Kinder Morgan worth $242K as of Q3 2022.
  • Legacy Wealth Planning sold 1,757 Kinder Morgan shares in Q3 2022, an estimated $31.2K.
  • Kinder Morgan made up 0.4% of Legacy Wealth Planning's portfolio in Q3 2022, its #57 holding.
  • Legacy Wealth Planning first reported a position in Kinder Morgan in Q4 2019 and has held it in 12 quarters since.
  • Legacy Wealth Planning's Kinder Morgan position peaked at $300K in Q1 2022.
  • 1,295 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.