RGT Wealth Advisors’s Kinder Morgan KMI Stock Holding History

RGT 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 Q3	$178K	Buy	10,675 +100	+0.9%	+$1.78K	0.03%	73
2022 Q2	$177K	Sell	10,575 -597	-5%	-$11.2K	0.03%	81
2022 Q1	$211K	Buy	11,172 +597	+6%	+$10.5K	0.03%	75
2021 Q4	$168K	Hold	10,575	–	–	0.03%	98
2021 Q3	$177K	Hold	10,575	–	–	0.03%	53
2021 Q2	$193K	Sell	10,575 -416	-4%	-$7.42K	0.03%	55
2021 Q1	$183K	Buy	10,991 +251	+2%	+$3.83K	0.04%	58
2020 Q4	$147K	Buy	10,740 +25	+0.2%	+$335	0.03%	69
2020 Q3	$132K	Hold	10,715	–	–	0.03%	39
2020 Q2	$163K	Hold	10,715	–	–	0.05%	39
2020 Q1	$149K	Buy	+10,715	New	+$204K	0.1%	29
2017 Q1	–	Sell	-11,971	Closed	-$248K	–	118
2016 Q4	$248K	Buy	11,971 +2,119	+22%	+$44.8K	0.14%	91
2016 Q3	$228K	Buy	+9,852	New	+$209K	0.14%	95

Other funds holding KMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

OAG

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RGT Wealth Advisors's KMI Position: Q3 2022 in Review

RGT Wealth Advisors increased its Kinder Morgan (KMI) stake by 0.95% in Q3 2022, buying an estimated $1.78K and bringing the position to 10,675 shares worth $178K. The position accounts for 0.03% of the portfolio, ranked #73.

RGT Wealth Advisors first reported a position in KMI in Q3 2016 and has held it in 13 quarters since. The position peaked at $248K in Q4 2016. 1,295 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

RGT Wealth Advisors held 10,675 shares of Kinder Morgan worth $178K as of Q3 2022.
RGT Wealth Advisors bought 100 Kinder Morgan shares in Q3 2022, an estimated $1.78K.
Kinder Morgan made up 0.03% of RGT Wealth Advisors's portfolio in Q3 2022, its #73 holding.
RGT Wealth Advisors first reported a position in Kinder Morgan in Q3 2016 and has held it in 13 quarters since.
RGT Wealth Advisors's Kinder Morgan position peaked at $248K in Q4 2016.
1,295 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.