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Wealth Advisors of Iowa’s Kinder Morgan KMI Stock Holding History

Wealth Advisors of Iowa’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
-98,351
Closed -$1.72M – 63
2022
Q2 		$1.72M Buy
98,351
+66,140
+205% +$1.24M 0.3% 29
2022
Q1 		$609K Buy
32,211
+11,728
+57% +$206K 0.31% 32
2021
Q4 		$325K Buy
+20,483
New +$341K 0.18% 44

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

Wealth Advisors of Iowa's KMI Position: Q3 2022 in Review

Wealth Advisors of Iowa sold out of Kinder Morgan (KMI) in Q3 2022, closing a stake of 98,351 shares — an estimated $1.72M sold.

Wealth Advisors of Iowa first reported a position in KMI in Q4 2021 and held it in 3 quarters. The position peaked at $1.72M in Q2 2022. 1,295 funds tracked by Wall St. Rank hold KMI as of Q3 2022.

  • Wealth Advisors of Iowa reported no remaining Kinder Morgan position as of Q3 2022 after selling out during the quarter.
  • Wealth Advisors of Iowa sold 98,351 Kinder Morgan shares in Q3 2022, an estimated $1.72M.
  • Wealth Advisors of Iowa first reported a position in Kinder Morgan in Q4 2021 and held it in 3 quarters.
  • Wealth Advisors of Iowa's Kinder Morgan position peaked at $1.72M in Q2 2022.
  • 1,295 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2022.

Based on Wealth Advisors of Iowa's 13F filing for Q3 2022, filed 15 Nov 2022.