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Marks Group Wealth Management’s Kinder Morgan KMI Stock Holding History

Marks Group 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
2023
Q2 		– Sell
-70,394
Closed -$1.23M – 282
2023
Q1 		$1.23M Buy
70,394
+5,954
+9% +$106K 0.16% 148
2022
Q4 		$1.17M Buy
64,440
+6,099
+10% +$110K 0.16% 150
2022
Q3 		$971K Buy
58,341
+7,046
+14% +$125K 0.15% 155
2022
Q2 		$860K Buy
51,295
+8,215
+19% +$154K 0.12% 177
2022
Q1 		$814K Buy
+43,080
New +$758K 0.1% 186

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
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

Marks Group Wealth Management's KMI Position: Q2 2023 in Review

Marks Group Wealth Management sold out of Kinder Morgan (KMI) in Q2 2023, closing a stake of 70,394 shares — an estimated $1.23M sold.

Marks Group Wealth Management first reported a position in KMI in Q1 2022 and held it in 5 quarters. The position peaked at $1.23M in Q1 2023. 1,308 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

  • Marks Group Wealth Management reported no remaining Kinder Morgan position as of Q2 2023 after selling out during the quarter.
  • Marks Group Wealth Management sold 70,394 Kinder Morgan shares in Q2 2023, an estimated $1.23M.
  • Marks Group Wealth Management first reported a position in Kinder Morgan in Q1 2022 and held it in 5 quarters.
  • Marks Group Wealth Management's Kinder Morgan position peaked at $1.23M in Q1 2023.
  • 1,308 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on Marks Group Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.