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Prentice Wealth Management’s Kinder Morgan KMI Stock Holding History

Prentice 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
2022
Q3 		– Sell
-944
Closed -$16K – 135
2022
Q2 		$16K Buy
+944
New +$17.7K 0.02% 93
2021
Q4 		– Sell
-3,463
Closed -$58K – 207
2021
Q3 		$58K Sell
3,463
-1
-0% -$17 0.03% 170
2021
Q2 		$63K Hold
3,464
– – 0.03% 167
2021
Q1 		$58K Buy
+3,464
New +$52.9K 0.03% 165

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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

Prentice Wealth Management's KMI Position: Q3 2022 in Review

Prentice Wealth Management sold out of Kinder Morgan (KMI) in Q3 2022, closing a stake of 944 shares — an estimated $16K sold.

Prentice Wealth Management first reported a position in KMI in Q1 2021 and held it in 4 quarters. The position peaked at $63K in Q2 2021. 1,294 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

  • Prentice Wealth Management reported no remaining Kinder Morgan position as of Q3 2022 after selling out during the quarter.
  • Prentice Wealth Management sold 944 Kinder Morgan shares in Q3 2022, an estimated $16K.
  • Prentice Wealth Management first reported a position in Kinder Morgan in Q1 2021 and held it in 4 quarters.
  • Prentice Wealth Management's Kinder Morgan position peaked at $63K in Q2 2021.
  • 1,294 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on Prentice Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.