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Safeguard Investment Advisory Group’s Kinder Morgan KMI Stock Holding History

Safeguard Investment Advisory Group’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
-726
Closed -$9K – 419
2020
Q4 		$9K Buy
+726
New +$9.72K 0.01% 433

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

Safeguard Investment Advisory Group's KMI Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Kinder Morgan (KMI) in Q1 2021, closing a stake of 726 shares — an estimated $9K sold.

Safeguard Investment Advisory Group first reported a position in KMI in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 1,145 funds tracked by Wall St. Rank hold KMI as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Kinder Morgan position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 726 Kinder Morgan shares in Q1 2021, an estimated $9K.
  • Safeguard Investment Advisory Group first reported a position in Kinder Morgan in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Kinder Morgan position peaked at $9K in Q4 2020.
  • 1,145 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.