Northwest Financial Advisors’s Kinder Morgan KMI Stock Holding History

Northwest Financial 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
2024 Q4	–	Sell	-3,046	Closed	-$67.3K	–	345
2024 Q3	$67.3K	Buy	+3,046	New	+$64.2K	0.05%	195
2024 Q1	–	Sell	-3,046	Closed	-$53.7K	–	320
2023 Q4	$53.7K	Buy	+3,046	New	+$51.9K	0.05%	201

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northwest Financial Advisors's KMI Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Kinder Morgan (KMI) in Q4 2024, closing a stake of 3,046 shares — an estimated $67.3K sold.

Northwest Financial Advisors first reported a position in KMI in Q4 2023 and held it in 2 quarters. The position peaked at $67.3K in Q3 2024. 1,600 funds tracked by Wall St. Rank hold KMI as of Q4 2024.

Northwest Financial Advisors reported no remaining Kinder Morgan position as of Q4 2024 after selling out during the quarter.
Northwest Financial Advisors sold 3,046 Kinder Morgan shares in Q4 2024, an estimated $67.3K.
Northwest Financial Advisors first reported a position in Kinder Morgan in Q4 2023 and held it in 2 quarters.
Northwest Financial Advisors's Kinder Morgan position peaked at $67.3K in Q3 2024.
1,600 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.