Wealth Effects’s Kinder Morgan KMI Stock Holding History

Wealth Effects’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 Q4	–	Sell	-12,468	Closed	-$207K	–	232
2023 Q3	$207K	Sell	12,468 -6,219	-33%	-$107K	0.1%	164
2023 Q2	$322K	Sell	18,687 -5,133	-22%	-$87.2K	0.14%	127
2023 Q1	$417K	Sell	23,820 -7,304	-23%	-$130K	0.21%	111
2022 Q4	$563K	Buy	31,124 +4,541	+17%	+$81.7K	0.32%	73
2022 Q3	$442K	Sell	26,583 -759	-3%	-$13.5K	0.27%	87
2022 Q2	$458K	Buy	27,342 +541	+2%	+$10.1K	0.28%	85
2022 Q1	$507K	Sell	26,801 -209	-0.8%	-$3.68K	0.24%	90
2021 Q4	$428K	Buy	+27,010	New	+$449K	0.18%	113

Other funds holding KMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wealth Effects's KMI Position: Q4 2023 in Review

Wealth Effects sold out of Kinder Morgan (KMI) in Q4 2023, closing a stake of 12,468 shares — an estimated $207K sold.

Wealth Effects first reported a position in KMI in Q4 2021 and held it in 8 quarters. The position peaked at $563K in Q4 2022. 1,386 funds tracked by Wall St. Rank hold KMI as of Q4 2023.

Wealth Effects reported no remaining Kinder Morgan position as of Q4 2023 after selling out during the quarter.
Wealth Effects sold 12,468 Kinder Morgan shares in Q4 2023, an estimated $207K.
Wealth Effects first reported a position in Kinder Morgan in Q4 2021 and held it in 8 quarters.
Wealth Effects's Kinder Morgan position peaked at $563K in Q4 2022.
1,386 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2023.

Based on Wealth Effects's 13F filing for Q4 2023, filed 29 Jan 2024.