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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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. 1,328 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.
1,328 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.