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Wagner Wealth Management (South Carolina)’s Kinder Morgan KMI Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-495
Closed -$8K – 492
2022
Q3 		$8K Hold
495
– – 0.01% 451
2022
Q2 		$8K Buy
+495
New +$9.27K 0.01% 476
2022
Q1 		– Sell
-495
Closed -$8K – 443
2021
Q4 		$8K Buy
+495
New +$8.24K 0.01% 517
2018
Q3 		$6K Hold
360
– – ﹤0.01% 480
2018
Q2 		$6K Hold
360
– – ﹤0.01% 452
2018
Q1 		$5K Hold
360
– – ﹤0.01% 428
2017
Q4 		$7K Buy
+360
New +$6.46K 0.01% 466

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s KMI Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Kinder Morgan (KMI) in Q4 2022, closing a stake of 495 shares — an estimated $8K sold.

Wagner Wealth Management (South Carolina) first reported a position in KMI in Q4 2017 and held it in 7 quarters. The position peaked at $8K in Q3 2022. 1,329 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Kinder Morgan position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 495 Kinder Morgan shares in Q4 2022, an estimated $8K.
  • Wagner Wealth Management (South Carolina) first reported a position in Kinder Morgan in Q4 2017 and held it in 7 quarters.
  • Wagner Wealth Management (South Carolina)'s Kinder Morgan position peaked at $8K in Q3 2022.
  • 1,329 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.