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Schwarz Dygos Wheeler Investment Advisors’s Kinder Morgan KMI Stock Holding History

Schwarz Dygos Wheeler Investment 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
Q3 		– Sell
-17,555
Closed -$302K – 141
2023
Q2 		$302K Sell
17,555
-1,225
-7% -$20.8K 0.1% 112
2023
Q1 		$329K Hold
18,780
– – 0.12% 100
2022
Q4 		$340K Sell
18,780
-1,350
-7% -$24.3K 0.13% 96
2022
Q3 		$335K Hold
20,130
– – 0.15% 86
2022
Q2 		$337K Sell
20,130
-100
-0.5% -$1.87K 0.14% 92
2022
Q1 		$383K Hold
20,230
– – 0.13% 95
2021
Q4 		$321K Buy
20,230
+600
+3% +$9.98K 0.11% 104
2021
Q3 		$328K Hold
19,630
– – 0.12% 100
2021
Q2 		$358K Sell
19,630
-1,050
-5% -$18.7K 0.13% 91
2021
Q1 		$344K Buy
20,680
+575
+3% +$8.78K 0.14% 90
2020
Q4 		$275K Sell
20,105
-150
-0.7% -$2.01K 0.13% 90
2020
Q3 		$250K Sell
20,255
-375
-2% -$5.23K 0.14% 83
2020
Q2 		$293K Buy
20,630
+927
+5% +$14.1K 0.19% 68
2020
Q1 		$274K Buy
19,703
+975
+5% +$18.6K 0.23% 62
2019
Q4 		$396K Buy
18,728
+1,375
+8% +$27.8K 0.27% 56
2019
Q3 		$358K Buy
17,353
+82
+0.5% +$1.68K 0.28% 57
2019
Q2 		$361K Buy
17,271
+7
+0% +$141 0.3% 55
2019
Q1 		$345K Buy
17,264
+1,330
+8% +$24.8K 0.3% 56
2018
Q4 		$245K Buy
+15,934
New +$270K 0.26% 56

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's KMI Position: Q3 2023 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Kinder Morgan (KMI) in Q3 2023, closing a stake of 17,555 shares — an estimated $302K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in KMI in Q4 2018 and held it in 19 quarters. The position peaked at $396K in Q4 2019. 1,338 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Kinder Morgan position as of Q3 2023 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 17,555 Kinder Morgan shares in Q3 2023, an estimated $302K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Kinder Morgan in Q4 2018 and held it in 19 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's Kinder Morgan position peaked at $396K in Q4 2019.
  • 1,338 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.