Lenox Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Lenox Wealth Advisors’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 Q1	$71K	Buy	3,621 +37	+1%	+$651	0.01%	202
2021 Q4	$57K	Sell	3,584 -13	-0.4%	-$216	0.01%	240
2021 Q3	$60K	Sell	3,597 -617	-15%	-$10.5K	0.01%	211
2021 Q2	$77K	Buy	4,214 +365	+9%	+$6.51K	0.01%	173
2021 Q1	$64K	Buy	3,849 +276	+8%	+$4.21K	0.01%	160
2020 Q4	$49K	Buy	3,573 +13	+0.4%	+$174	0.01%	185
2020 Q3	$44K	Hold	3,560	–	–	0.01%	179
2020 Q2	$54K	Hold	3,560	–	–	0.01%	154
2020 Q1	$50K	Sell	3,560 -18	-0.5%	-$343	0.01%	137
2019 Q4	$76K	Buy	3,578 +18	+0.5%	+$364	0.01%	134
2019 Q3	$73K	Buy	+3,560	New	+$73.1K	0.01%	132
2015 Q4	–	Sell	-48	Closed	-$1K	–	539
2015 Q3	$1K	Buy	+48	New	+$1.59K	﹤0.01%	384
2014 Q1	–	Sell	-75	Closed	-$3K	–	275
2013 Q4	$3K	Hold	75	–	–	﹤0.01%	271
2013 Q3	$3K	Buy	+75	New	+$2.81K	﹤0.01%	205

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Lenox Wealth Advisors's KMI Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Kinder Morgan (KMI) stake by 1% in Q1 2022, buying an estimated $651 and bringing the position to 3,621 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #202.

Lenox Wealth Advisors first reported a position in KMI in Q3 2013 and has held it in 14 quarters since. The position peaked at $77K in Q2 2021. 1,302 funds tracked by Wall St. Rank hold KMI as of Q1 2022.

Lenox Wealth Advisors held 3,621 shares of Kinder Morgan worth $71K as of Q1 2022.
Lenox Wealth Advisors bought 37 Kinder Morgan shares in Q1 2022, an estimated $651.
Kinder Morgan made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #202 holding.
Lenox Wealth Advisors first reported a position in Kinder Morgan in Q3 2013 and has held it in 14 quarters since.
Lenox Wealth Advisors's Kinder Morgan position peaked at $77K in Q2 2021.
1,302 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.