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Wealthcare Capital Management’s Kinetik KNTK Stock Holding History

Wealthcare Capital Management’s Portfolio KNTK Stock Details KNTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-230
Closed -$6K – 383
2021
Q1 		$6K Buy
+230
New +$6.02K ﹤0.01% 350

Other funds holding KNTK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHI
Richmond Hill Investments New York $192M AUM 4.11% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $135M AUM 27.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wealthcare Capital Management's KNTK Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Kinetik (KNTK) in Q2 2021, closing a stake of 230 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in KNTK in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 55 funds tracked by Wall St. Rank hold KNTK as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Kinetik position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 230 Kinetik shares in Q2 2021, an estimated $6K.
  • Wealthcare Capital Management first reported a position in Kinetik in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Kinetik position peaked at $6K in Q1 2021.
  • 55 funds tracked by Wall St. Rank held Kinetik as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.