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Liberty Wealth Management’s Kinder Morgan KMI Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-829
Closed -$14K – 678
2021
Q3 		$14K Buy
829
+193
+30% +$3.28K 0.01% 745
2021
Q2 		$12K Sell
636
-499
-44% -$8.9K ﹤0.01% 611
2021
Q1 		$15K Hold
1,135
– – 0.01% 515
2020
Q4 		$15K Buy
1,135
+192
+20% +$2.57K 0.01% 513
2020
Q3 		$12K Sell
943
-2,052
-69% -$28.6K 0.01% 489
2020
Q2 		$45K Sell
2,995
-199
-6% -$3.02K 0.03% 235
2020
Q1 		$44K Buy
3,194
+921
+41% +$17.5K 0.04% 226
2019
Q4 		$48K Sell
2,273
-119
-5% -$2.41K 0.04% 257
2019
Q3 		$49K Sell
2,392
-812
-25% -$16.7K 0.05% 231
2019
Q2 		$67K Buy
3,204
+1,573
+96% +$31.7K 0.06% 207
2019
Q1 		$32K Buy
1,631
+216
+15% +$4.03K 0.02% 276
2018
Q4 		$21K Buy
+1,415
New +$24K 0.02% 317

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Liberty Wealth Management's KMI Position: Q4 2021 in Review

Liberty Wealth Management sold out of Kinder Morgan (KMI) in Q4 2021, closing a stake of 829 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in KMI in Q4 2018 and held it in 12 quarters. The position peaked at $67K in Q2 2019. 1,275 funds tracked by Wall St. Rank hold KMI as of Q4 2021.

  • Liberty Wealth Management reported no remaining Kinder Morgan position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 829 Kinder Morgan shares in Q4 2021, an estimated $14K.
  • Liberty Wealth Management first reported a position in Kinder Morgan in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Kinder Morgan position peaked at $67K in Q2 2019.
  • 1,275 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.