Source Financial Advisors’s Kinder Morgan KMI Stock Holding History

Source Financial 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
2024 Q1	–	Sell	-10,360	Closed	-$183K	–	124
2023 Q4	$183K	Sell	10,360 -428	-4%	-$7.29K	0.06%	122
2023 Q3	$179K	Buy	10,788 +257	+2%	+$4.43K	0.06%	121
2023 Q2	$181K	Buy	10,531 +322	+3%	+$5.47K	0.06%	129
2023 Q1	$179K	Sell	10,209 -7,987	-44%	-$142K	0.06%	120
2022 Q4	$329K	Buy	18,196 +20	+0.1%	+$360	0.12%	95
2022 Q3	$302K	Sell	18,176 -1,268	-7%	-$22.5K	0.12%	89
2022 Q2	$326K	Buy	19,444 +324	+2%	+$6.07K	0.13%	93
2022 Q1	$362K	Buy	+19,120	New	+$337K	0.11%	91

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Source Financial Advisors's KMI Position: Q1 2024 in Review

Source Financial Advisors sold out of Kinder Morgan (KMI) in Q1 2024, closing a stake of 10,360 shares — an estimated $183K sold.

Source Financial Advisors first reported a position in KMI in Q1 2022 and held it in 8 quarters. The position peaked at $362K in Q1 2022. 1,369 funds tracked by Wall St. Rank hold KMI as of Q1 2024.

Source Financial Advisors reported no remaining Kinder Morgan position as of Q1 2024 after selling out during the quarter.
Source Financial Advisors sold 10,360 Kinder Morgan shares in Q1 2024, an estimated $183K.
Source Financial Advisors first reported a position in Kinder Morgan in Q1 2022 and held it in 8 quarters.
Source Financial Advisors's Kinder Morgan position peaked at $362K in Q1 2022.
1,369 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.

Based on Source Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.