Quantum Financial Advisors’s Kinder Morgan KMI Stock Holding History

Quantum Financial 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
2023 Q4	–	Sell	-13,249	Closed	-$220K	–	127
2023 Q3	$220K	Buy	+13,249	New	+$228K	0.06%	106

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Quantum Financial Advisors's KMI Position: Q4 2023 in Review

Quantum Financial Advisors sold out of Kinder Morgan (KMI) in Q4 2023, closing a stake of 13,249 shares — an estimated $220K sold.

Quantum Financial Advisors first reported a position in KMI in Q3 2023 and held it in 1 quarter. The position peaked at $220K in Q3 2023. 1,386 funds tracked by Wall St. Rank hold KMI as of Q4 2023.

Quantum Financial Advisors reported no remaining Kinder Morgan position as of Q4 2023 after selling out during the quarter.
Quantum Financial Advisors sold 13,249 Kinder Morgan shares in Q4 2023, an estimated $220K.
Quantum Financial Advisors first reported a position in Kinder Morgan in Q3 2023 and held it in 1 quarter.
Quantum Financial Advisors's Kinder Morgan position peaked at $220K in Q3 2023.
1,386 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2023.

Based on Quantum Financial Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.