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Meridian Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Meridian 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
2023
Q1 		– Sell
-12,781
Closed -$231K – 192
2022
Q4 		$231K Sell
12,781
-652
-5% -$11.7K 0.06% 174
2022
Q3 		$224K Buy
13,433
+1,999
+17% +$35.5K 0.06% 171
2022
Q2 		$192K Buy
11,434
+108
+1% +$2.02K 0.05% 188
2022
Q1 		$214K Buy
11,326
+444
+4% +$7.82K 0.05% 199
2021
Q4 		$173K Buy
10,882
+112
+1% +$1.86K 0.04% 197
2021
Q3 		$180K Sell
10,770
-2,119
-16% -$36K 0.05% 189
2021
Q2 		$235K Buy
12,889
+51
+0.4% +$909 0.07% 179
2021
Q1 		$214K Buy
+12,838
New +$196K 0.07% 171
2019
Q1 		– Sell
-8,331
Closed -$128K – 276
2018
Q4 		$128K Buy
+8,331
New +$141K 0.1% 149

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
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

Meridian Wealth Advisors's KMI Position: Q1 2023 in Review

Meridian Wealth Advisors sold out of Kinder Morgan (KMI) in Q1 2023, closing a stake of 12,781 shares — an estimated $231K sold.

Meridian Wealth Advisors first reported a position in KMI in Q4 2018 and held it in 9 quarters. The position peaked at $235K in Q2 2021. 1,303 funds tracked by Wall St. Rank hold KMI as of Q1 2023.

  • Meridian Wealth Advisors reported no remaining Kinder Morgan position as of Q1 2023 after selling out during the quarter.
  • Meridian Wealth Advisors sold 12,781 Kinder Morgan shares in Q1 2023, an estimated $231K.
  • Meridian Wealth Advisors first reported a position in Kinder Morgan in Q4 2018 and held it in 9 quarters.
  • Meridian Wealth Advisors's Kinder Morgan position peaked at $235K in Q2 2021.
  • 1,303 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2023.

Based on Meridian Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.