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Walkner Condon Financial Advisors’s Kinder Morgan KMI Stock Holding History

Walkner Condon Financial 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
2022
Q3 		– Sell
-17,157
Closed -$288K – 224
2022
Q2 		$288K Buy
17,157
+176
+1% +$3.29K 0.09% 176
2022
Q1 		$321K Buy
+16,981
New +$299K 0.09% 170

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Walkner Condon Financial Advisors's KMI Position: Q3 2022 in Review

Walkner Condon Financial Advisors sold out of Kinder Morgan (KMI) in Q3 2022, closing a stake of 17,157 shares — an estimated $288K sold.

Walkner Condon Financial Advisors first reported a position in KMI in Q1 2022 and held it in 2 quarters. The position peaked at $321K in Q1 2022. 1,294 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

  • Walkner Condon Financial Advisors reported no remaining Kinder Morgan position as of Q3 2022 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 17,157 Kinder Morgan shares in Q3 2022, an estimated $288K.
  • Walkner Condon Financial Advisors first reported a position in Kinder Morgan in Q1 2022 and held it in 2 quarters.
  • Walkner Condon Financial Advisors's Kinder Morgan position peaked at $321K in Q1 2022.
  • 1,294 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.