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SOA Wealth Advisors’s Kinder Morgan KMI Stock Holding History

SOA 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
2022
Q2 		– Sell
-233
Closed -$4K – 923
2022
Q1 		$4K Hold
233
– – ﹤0.01% 717
2021
Q4 		$3K Hold
233
– – ﹤0.01% 729
2021
Q3 		$3K Hold
233
– – ﹤0.01% 749
2021
Q2 		$4K Buy
233
+136
+140% +$2.42K ﹤0.01% 693
2021
Q1 		$1K Buy
97
+71
+273% +$1.08K ﹤0.01% 774
2020
Q4 		$0 Buy
+26
New +$348 ﹤0.01% 842

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

SOA Wealth Advisors's KMI Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Kinder Morgan (KMI) in Q2 2022, closing a stake of 233 shares — an estimated $4K sold.

SOA Wealth Advisors first reported a position in KMI in Q4 2020 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 1,306 funds tracked by Wall St. Rank hold KMI as of Q2 2022.

  • SOA Wealth Advisors reported no remaining Kinder Morgan position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 233 Kinder Morgan shares in Q2 2022, an estimated $4K.
  • SOA Wealth Advisors first reported a position in Kinder Morgan in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's Kinder Morgan position peaked at $4K in Q1 2022.
  • 1,306 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.