Phoenix Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Phoenix 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
2022 Q4	–	Sell	-12,020	Closed	-$200K	–	114
2022 Q3	$200K	Hold	12,020	–	–	0.2%	105
2022 Q2	$201K	Hold	12,020	–	–	0.2%	107
2022 Q1	$229K	Hold	12,020	–	–	0.24%	86
2021 Q4	$191K	Sell	12,020 -900	-7%	-$15K	0.14%	120
2021 Q3	$216K	Hold	12,920	–	–	0.16%	110
2021 Q2	$238K	Hold	12,920	–	–	0.17%	106
2021 Q1	$218K	Hold	12,920	–	–	0.17%	109
2020 Q4	$177K	Buy	+12,920	New	+$173K	0.13%	115

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

AWA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Phoenix Wealth Advisors's KMI Position: Q4 2022 in Review

Phoenix Wealth Advisors sold out of Kinder Morgan (KMI) in Q4 2022, closing a stake of 12,020 shares — an estimated $200K sold.

Phoenix Wealth Advisors first reported a position in KMI in Q4 2020 and held it in 8 quarters. The position peaked at $238K in Q2 2021. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

Phoenix Wealth Advisors reported no remaining Kinder Morgan position as of Q4 2022 after selling out during the quarter.
Phoenix Wealth Advisors sold 12,020 Kinder Morgan shares in Q4 2022, an estimated $200K.
Phoenix Wealth Advisors first reported a position in Kinder Morgan in Q4 2020 and held it in 8 quarters.
Phoenix Wealth Advisors's Kinder Morgan position peaked at $238K in Q2 2021.
1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.