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Steward Partners Investment Solutions’s Kinder Morgan KMI Stock Holding History

Steward Partners Investment Solutions’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 		$420K Sell
22,913
-55
-0.2% -$961 0.07% 173
2023
Q4 		$405K Buy
+22,968
New +$391K 0.17% 100

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Solutions's KMI Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its Kinder Morgan (KMI) stake by 0.24% in Q1 2024, selling an estimated $961 and leaving 22,913 shares worth $420K. The position accounts for 0.07% of the portfolio, ranked #173.

Steward Partners Investment Solutions first reported a position in KMI in Q4 2023 and has held it in 2 quarters since. 1,369 funds tracked by Wall St. Rank hold KMI as of Q1 2024.

  • Steward Partners Investment Solutions held 22,913 shares of Kinder Morgan worth $420K as of Q1 2024.
  • Steward Partners Investment Solutions sold 55 Kinder Morgan shares in Q1 2024, an estimated $961.
  • Kinder Morgan made up 0.07% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #173 holding.
  • Steward Partners Investment Solutions first reported a position in Kinder Morgan in Q4 2023 and has held it in 2 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.