SYSTM Wealth Solutions’s Kinder Morgan KMI Stock Holding History

SYSTM Wealth 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 Q3	–	Sell	-504	Closed	-$10K	–	376
2024 Q2	$10K	Sell	504 -91,193	-99%	-$1.74M	﹤0.01%	481
2024 Q1	$1.68M	Sell	91,697 -4,872	-5%	-$85.1K	0.21%	137
2023 Q4	$1.7M	Buy	96,569 +8,286	+9%	+$141K	0.24%	124
2023 Q3	$1.46M	Sell	88,283 -9,573	-10%	-$165K	0.23%	124
2023 Q2	$1.69M	Sell	97,856 -3,554	-4%	-$60.4K	0.23%	120
2023 Q1	$1.78M	Sell	101,410 -1,021	-1%	-$18.2K	0.27%	93
2022 Q4	$1.85M	Buy	+102,431	New	+$1.84M	0.23%	122

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

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

Norges Bank Oslo, Norway $935B AUM

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

SYSTM Wealth Solutions's KMI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Kinder Morgan (KMI) in Q3 2024, closing a stake of 504 shares — an estimated $10K sold.

SYSTM Wealth Solutions first reported a position in KMI in Q4 2022 and held it in 7 quarters. The position peaked at $1.85M in Q4 2022. 1,416 funds tracked by Wall St. Rank hold KMI as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Kinder Morgan position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 504 Kinder Morgan shares in Q3 2024, an estimated $10K.
SYSTM Wealth Solutions first reported a position in Kinder Morgan in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Kinder Morgan position peaked at $1.85M in Q4 2022.
1,416 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.