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V Wealth Advisors’s Kinder Morgan KMI Stock Holding History

V Wealth 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
-11,716
Closed -$202K – 250
2023
Q2 		$202K Buy
11,716
+220
+2% +$3.74K 0.03% 364
2023
Q1 		$201K Sell
11,496
-876
-7% -$15.6K 0.04% 363
2022
Q4 		$224K Buy
12,372
+977
+9% +$17.6K 0.05% 321
2022
Q3 		$190K Buy
11,395
+300
+3% +$5.33K 0.04% 354
2022
Q2 		$186K Hold
11,095
– – 0.04% 392
2022
Q1 		$210K Sell
11,095
-330
-3% -$5.81K 0.03% 416
2021
Q4 		$181K Buy
11,425
+301
+3% +$5.01K 0.03% 438
2021
Q3 		$187K Sell
11,124
-2,125
-16% -$36.1K 0.03% 455
2021
Q2 		$241K Buy
13,249
+658
+5% +$11.7K 0.04% 411
2021
Q1 		$210K Sell
12,591
-45
-0.4% -$687 0.04% 398
2020
Q4 		$173K Buy
+12,636
New +$169K 0.04% 371
2017
Q3 		– Sell
-4,151
Closed -$81K – 481
2017
Q2 		$81K Buy
+4,151
New +$82.5K 0.04% 258

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

V Wealth Advisors's KMI Position: Q3 2023 in Review

V Wealth Advisors sold out of Kinder Morgan (KMI) in Q3 2023, closing a stake of 11,716 shares — an estimated $202K sold.

V Wealth Advisors first reported a position in KMI in Q2 2017 and held it in 12 quarters. The position peaked at $241K in Q2 2021. 1,337 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • V Wealth Advisors reported no remaining Kinder Morgan position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 11,716 Kinder Morgan shares in Q3 2023, an estimated $202K.
  • V Wealth Advisors first reported a position in Kinder Morgan in Q2 2017 and held it in 12 quarters.
  • V Wealth Advisors's Kinder Morgan position peaked at $241K in Q2 2021.
  • 1,337 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.