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Selective Wealth Management’s Kinder Morgan KMI Stock Holding History

Selective Wealth Management’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 		– Sell
-109
Closed -$2K – 801
2022
Q2 		$2K Hold
109
– – ﹤0.01% 700
2022
Q1 		$2K Buy
+109
New +$1.92K ﹤0.01% 664
2021
Q4 		– Sell
-5,000
Closed -$84K – 681
2021
Q3 		$84K Buy
+5,000
New +$84.9K 0.04% 203
2021
Q2 		– Sell
-563
Closed -$9K – 523
2021
Q1 		$9K Buy
+563
New +$8.6K 0.01% 267

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Selective Wealth Management's KMI Position: Q3 2022 in Review

Selective Wealth Management sold out of Kinder Morgan (KMI) in Q3 2022, closing a stake of 109 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in KMI in Q1 2021 and held it in 4 quarters. The position peaked at $84K in Q3 2021. 1,294 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

  • Selective Wealth Management reported no remaining Kinder Morgan position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 109 Kinder Morgan shares in Q3 2022, an estimated $2K.
  • Selective Wealth Management first reported a position in Kinder Morgan in Q1 2021 and held it in 4 quarters.
  • Selective Wealth Management's Kinder Morgan position peaked at $84K in Q3 2021.
  • 1,294 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.