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OneAscent Wealth Management’s Kinder Morgan KMI Stock Holding History

OneAscent 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
Q3 		– Sell
-10,236
Closed -$176K – 172
2023
Q2 		$176K Buy
10,236
+176
+2% +$2.99K 0.08% 98
2023
Q1 		$176K Sell
10,060
-1,168
-10% -$20.8K 0.07% 177
2022
Q4 		$203K Buy
11,228
+318
+3% +$5.72K 0.1% 154
2022
Q3 		$182K Buy
+10,910
New +$194K 0.1% 146
2022
Q2 		– Sell
-25,173
Closed -$476K – 210
2022
Q1 		$476K Buy
+25,173
New +$443K 0.24% 83

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OneAscent Wealth Management's KMI Position: Q3 2023 in Review

OneAscent Wealth Management sold out of Kinder Morgan (KMI) in Q3 2023, closing a stake of 10,236 shares — an estimated $176K sold.

OneAscent Wealth Management first reported a position in KMI in Q1 2022 and held it in 5 quarters. The position peaked at $476K in Q1 2022. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • OneAscent Wealth Management reported no remaining Kinder Morgan position as of Q3 2023 after selling out during the quarter.
  • OneAscent Wealth Management sold 10,236 Kinder Morgan shares in Q3 2023, an estimated $176K.
  • OneAscent Wealth Management first reported a position in Kinder Morgan in Q1 2022 and held it in 5 quarters.
  • OneAscent Wealth Management's Kinder Morgan position peaked at $476K in Q1 2022.
  • 1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on OneAscent Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.