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Sequoia Financial Advisors’s Kinetik KNTK Stock Holding History

Sequoia Financial Advisors’s Portfolio KNTK Stock Details KNTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,696
Closed -$799K – 1966
2025
Q3 		$799K Buy
18,696
+5
+0% +$211 ﹤0.01% 897
2025
Q2 		$823K Buy
18,691
+21
+0.1% +$922 0.01% 772
2025
Q1 		$970K Buy
+18,670
New +$1.09M 0.01% 624

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ZP
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Neuberger Berman Group
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Cohen & Steers
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NIM
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Invesco
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