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Patriot Financial Group Insurance Agency’s Kinder Morgan KMI Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-1,684
Closed -$28K – 1241
2022
Q2 		$28K Buy
1,684
+412
+32% +$7.71K 0.01% 912
2022
Q1 		$24K Buy
1,272
+188
+17% +$3.31K ﹤0.01% 1014
2021
Q4 		$17K Sell
1,084
-31
-3% -$516 ﹤0.01% 1288
2021
Q3 		$19K Buy
1,115
+608
+120% +$10.3K ﹤0.01% 1237
2021
Q2 		$9K Buy
507
+106
+26% +$1.89K ﹤0.01% 1479
2021
Q1 		$7K Sell
401
-1,046
-72% -$16K ﹤0.01% 1470
2020
Q4 		$20K Hold
1,447
– – 0.01% 969
2020
Q3 		$18K Sell
1,447
-500
-26% -$6.97K 0.01% 832
2020
Q2 		$30K Buy
1,947
+233
+14% +$3.54K 0.01% 637
2020
Q1 		$24K Buy
1,714
+795
+87% +$15.1K 0.01% 610
2019
Q4 		$19K Hold
919
– – 0.01% 701
2019
Q3 		$19K Hold
919
– – 0.01% 665
2019
Q2 		$19K Sell
919
-42
-4% -$847 0.01% 659
2019
Q1 		$19K Buy
961
+252
+36% +$4.7K 0.01% 563
2018
Q4 		$11K Sell
709
-358
-34% -$6.06K 0.01% 597
2018
Q3 		$19K Buy
1,067
+1,006
+1,649% +$18K 0.01% 493
2018
Q2 		$1K Sell
61
-1,261
-95% -$20.6K ﹤0.01% 555
2018
Q1 		$20K Sell
1,322
-1,335
-50% -$23.1K 0.01% 471
2017
Q4 		$49K Sell
2,657
-189
-7% -$3.39K 0.04% 304
2017
Q3 		$54K Buy
2,846
+1,063
+60% +$20.7K 0.05% 248
2017
Q2 		$34K Buy
1,783
+283
+19% +$5.63K 0.04% 309
2017
Q1 		$32K Sell
1,500
-177
-11% -$3.87K 0.03% 288
2016
Q4 		$38K Buy
+1,677
New +$35.4K 0.05% 260

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KMI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Kinder Morgan (KMI) in Q3 2022, closing a stake of 1,684 shares — an estimated $28K sold.

Patriot Financial Group Insurance Agency first reported a position in KMI in Q4 2016 and held it in 23 quarters. The position peaked at $54K in Q3 2017. 1,295 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Kinder Morgan position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,684 Kinder Morgan shares in Q3 2022, an estimated $28K.
  • Patriot Financial Group Insurance Agency first reported a position in Kinder Morgan in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Kinder Morgan position peaked at $54K in Q3 2017.
  • 1,295 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.