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OneAscent Financial Services’s Kinder Morgan KMI Stock Holding History

OneAscent Financial Services’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
Q4 		– Sell
-14,496
Closed -$241K – 221
2022
Q3 		$241K Sell
14,496
-351
-2% -$6.24K 0.1% 156
2022
Q2 		$249K Sell
14,847
-4,957
-25% -$92.8K 0.11% 176
2022
Q1 		$375K Buy
19,804
+789
+4% +$13.9K 0.27% 63
2021
Q4 		$302K Buy
+19,015
New +$316K 0.58% 77

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

OneAscent Financial Services's KMI Position: Q4 2022 in Review

OneAscent Financial Services sold out of Kinder Morgan (KMI) in Q4 2022, closing a stake of 14,496 shares — an estimated $241K sold.

OneAscent Financial Services first reported a position in KMI in Q4 2021 and held it in 4 quarters. The position peaked at $375K in Q1 2022. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

  • OneAscent Financial Services reported no remaining Kinder Morgan position as of Q4 2022 after selling out during the quarter.
  • OneAscent Financial Services sold 14,496 Kinder Morgan shares in Q4 2022, an estimated $241K.
  • OneAscent Financial Services first reported a position in Kinder Morgan in Q4 2021 and held it in 4 quarters.
  • OneAscent Financial Services's Kinder Morgan position peaked at $375K in Q1 2022.
  • 1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on OneAscent Financial Services's 13F filing for Q4 2022, filed 12 Jan 2023.