TCI Wealth Advisors’s Kinetik KNTK Stock Holding History

TCI Wealth Advisors’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
2023 Q1	–	Sell	-119	Closed	-$3.94K	–	2584
2022 Q4	$3.94K	Hold	119	–	–	﹤0.01%	1689
2022 Q3	$4K	Buy	119 +1	+0.8%	+$37	﹤0.01%	1621
2022 Q2	$4K	Hold	118	–	–	﹤0.01%	1647
2022 Q1	$4K	Sell	118 -20	-14%	-$653	﹤0.01%	1723
2021 Q4	$4K	Buy	+138	New	+$4.71K	﹤0.01%	1842
2019 Q4	–	Sell	-14	Closed	–	–	1615
2019 Q3	$0	Buy	+14	New	+$420	﹤0.01%	1564

Other funds holding KNTK

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's KNTK Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Kinetik (KNTK) in Q1 2023, closing a stake of 119 shares — an estimated $3.94K sold.

TCI Wealth Advisors first reported a position in KNTK in Q3 2019 and held it in 6 quarters. The position peaked at $4K in Q3 2022. 102 funds tracked by Wall St. Rank hold KNTK as of Q1 2023.

TCI Wealth Advisors reported no remaining Kinetik position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 119 Kinetik shares in Q1 2023, an estimated $3.94K.
TCI Wealth Advisors first reported a position in Kinetik in Q3 2019 and held it in 6 quarters.
TCI Wealth Advisors's Kinetik position peaked at $4K in Q3 2022.
102 funds tracked by Wall St. Rank held Kinetik as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.