RPWA
KMI icon

Regent Peak Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-5,221
Closed -$71K – 590
2020
Q4 		$71K Buy
+5,221
New +$69.9K 0.02% 257

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Regent Peak Wealth Advisors's KMI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Kinder Morgan (KMI) in Q1 2021, closing a stake of 5,221 shares — an estimated $71K sold.

Regent Peak Wealth Advisors first reported a position in KMI in Q4 2020 and held it in 1 quarter. The position peaked at $71K in Q4 2020. 1,145 funds tracked by Wall St. Rank hold KMI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Kinder Morgan position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 5,221 Kinder Morgan shares in Q1 2021, an estimated $71K.
  • Regent Peak Wealth Advisors first reported a position in Kinder Morgan in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Kinder Morgan position peaked at $71K in Q4 2020.
  • 1,145 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.