River Wealth Advisors’s Kinder Morgan KMI Stock Holding History

River 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
2023 Q2	–	Sell	-10,144	Closed	-$178K	–	212
2023 Q1	$178K	Sell	10,144 -394	-4%	-$7.01K	0.03%	205
2022 Q4	$191K	Sell	10,538 -325	-3%	-$5.84K	0.04%	203
2022 Q3	$181K	Hold	10,863	–	–	0.04%	194
2022 Q2	$182K	Buy	+10,863	New	+$203K	0.03%	209
2019 Q1	–	Sell	-1,157	Closed	-$18K	–	341
2018 Q4	$18K	Sell	1,157 -993	-46%	-$16.8K	0.01%	352
2018 Q3	$38K	Buy	2,150 +3	+0.1%	+$54	0.01%	307
2018 Q2	$38K	Buy	+2,147	New	+$35.1K	0.01%	298
2015 Q3	–	Sell	-5,700	Closed	-$219K	–	136
2015 Q2	$219K	Sell	5,700 -2,389	-30%	-$99.7K	0.14%	131
2015 Q1	$340K	Buy	+8,089	New	+$335K	0.21%	118

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

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

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

River Wealth Advisors's KMI Position: Q2 2023 in Review

River Wealth Advisors sold out of Kinder Morgan (KMI) in Q2 2023, closing a stake of 10,144 shares — an estimated $178K sold.

River Wealth Advisors first reported a position in KMI in Q1 2015 and held it in 9 quarters. The position peaked at $340K in Q1 2015. 1,308 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

River Wealth Advisors reported no remaining Kinder Morgan position as of Q2 2023 after selling out during the quarter.
River Wealth Advisors sold 10,144 Kinder Morgan shares in Q2 2023, an estimated $178K.
River Wealth Advisors first reported a position in Kinder Morgan in Q1 2015 and held it in 9 quarters.
River Wealth Advisors's Kinder Morgan position peaked at $340K in Q1 2015.
1,308 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on River Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.