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TruWealth Advisors’s Kinder Morgan KMI Stock Holding History

TruWealth Advisors’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
2023
Q3 		– Sell
-16,980
Closed -$292K – 154
2023
Q2 		$292K Sell
16,980
-32,047
-65% -$544K 0.03% 119
2023
Q1 		$858K Buy
49,027
+196
+0.4% +$3.49K 0.08% 76
2022
Q4 		$883K Buy
48,831
+1,127
+2% +$20.3K 0.09% 78
2022
Q3 		$794K Buy
47,704
+2,159
+5% +$38.4K 0.08% 76
2022
Q2 		$763K Buy
45,545
+25,624
+129% +$480K 0.08% 69
2022
Q1 		$377K Buy
19,921
+2,976
+18% +$52.4K 0.04% 83
2021
Q4 		$269K Buy
+16,945
New +$282K 0.03% 104

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TruWealth Advisors's KMI Position: Q3 2023 in Review

TruWealth Advisors sold out of Kinder Morgan (KMI) in Q3 2023, closing a stake of 16,980 shares — an estimated $292K sold.

TruWealth Advisors first reported a position in KMI in Q4 2021 and held it in 7 quarters. The position peaked at $883K in Q4 2022. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • TruWealth Advisors reported no remaining Kinder Morgan position as of Q3 2023 after selling out during the quarter.
  • TruWealth Advisors sold 16,980 Kinder Morgan shares in Q3 2023, an estimated $292K.
  • TruWealth Advisors first reported a position in Kinder Morgan in Q4 2021 and held it in 7 quarters.
  • TruWealth Advisors's Kinder Morgan position peaked at $883K in Q4 2022.
  • 1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on TruWealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.