Pacific Capital Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Pacific Capital 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
2024 Q1	–	Sell	-48	Closed	-$851	–	525
2023 Q4	$851	Buy	+48	New	+$818	﹤0.01%	306

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Pacific Capital Wealth Advisors's KMI Position: Q1 2024 in Review

Pacific Capital Wealth Advisors sold out of Kinder Morgan (KMI) in Q1 2024, closing a stake of 48 shares — an estimated $851 sold.

Pacific Capital Wealth Advisors first reported a position in KMI in Q4 2023 and held it in 1 quarter. The position peaked at $851 in Q4 2023. 1,369 funds tracked by Wall St. Rank hold KMI as of Q1 2024.

Pacific Capital Wealth Advisors reported no remaining Kinder Morgan position as of Q1 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 48 Kinder Morgan shares in Q1 2024, an estimated $851.
Pacific Capital Wealth Advisors first reported a position in Kinder Morgan in Q4 2023 and held it in 1 quarter.
Pacific Capital Wealth Advisors's Kinder Morgan position peaked at $851 in Q4 2023.
1,369 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.