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Strait & Sound Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Strait & Sound Wealth Management’s Portfolio KYN Stock Details KYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24,941
Closed -$238K – 153
2024
Q1 		$238K Hold
24,941
– – 0.13% 117
2023
Q4 		$211K Buy
+24,941
New +$209K 0.13% 120

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strait & Sound Wealth Management's KYN Position: Q2 2024 in Review

Strait & Sound Wealth Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2024, closing a stake of 24,941 shares — an estimated $238K sold.

Strait & Sound Wealth Management first reported a position in KYN in Q4 2023 and held it in 2 quarters. The position peaked at $238K in Q1 2024. 220 funds tracked by Wall St. Rank hold KYN as of Q2 2024.

  • Strait & Sound Wealth Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2024 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 24,941 Kayne Anderson Energy Infrastructure Fund shares in Q2 2024, an estimated $238K.
  • Strait & Sound Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2023 and held it in 2 quarters.
  • Strait & Sound Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $238K in Q1 2024.
  • 220 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.