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Spire Wealth Management’s Kinetik KNTK Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-265
Closed -$15K – 2531
2024
Q4 		$15K Sell
265
-135
-34% -$7.3K ﹤0.01% 1717
2024
Q3 		$18.1K Buy
+400
New +$17.3K ﹤0.01% 1471
2021
Q2 		– Sell
-150
Closed -$4K – 2789
2021
Q1 		$4K Buy
+150
New +$3.92K ﹤0.01% 2694

Other funds holding KNTK

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UE
Unisphere Establishment Vaduz, Liechtenstein $11.7B AUM 0.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Spire Wealth Management's KNTK Position: Q1 2025 in Review

Spire Wealth Management sold out of Kinetik (KNTK) in Q1 2025, closing a stake of 265 shares — an estimated $15K sold.

Spire Wealth Management first reported a position in KNTK in Q1 2021 and held it in 3 quarters. The position peaked at $18.1K in Q3 2024. 285 funds tracked by Wall St. Rank hold KNTK as of Q1 2025.

  • Spire Wealth Management reported no remaining Kinetik position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 265 Kinetik shares in Q1 2025, an estimated $15K.
  • Spire Wealth Management first reported a position in Kinetik in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Kinetik position peaked at $18.1K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Kinetik as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.