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WealthPLAN Partners’s Kinder Morgan KMI Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-2,539
Closed -$43.7K – 749
2023
Q2 		$43.7K Sell
2,539
-500
-16% -$8.49K 0.01% 531
2023
Q1 		$53.2K Buy
+3,039
New +$54.1K 0.01% 540
2020
Q1 		– Sell
-12,304
Closed -$269K – 272
2019
Q4 		$269K Buy
12,304
+578
+5% +$11.7K 0.03% 212
2019
Q3 		$239K Buy
11,726
+241
+2% +$4.95K 0.03% 216
2019
Q2 		$236K Sell
11,485
-43
-0.4% -$867 0.04% 211
2019
Q1 		$232K Sell
11,528
-172
-1% -$3.21K 0.04% 229
2018
Q4 		$220K Hold
11,700
– – 0.04% 235
2018
Q3 		$198K Sell
11,700
-1,071
-8% -$19.1K 0.04% 240
2018
Q2 		$226K Sell
12,771
-66
-0.5% -$1.08K 0.05% 227
2018
Q1 		$193K Buy
12,837
+753
+6% +$13K 0.04% 254
2017
Q4 		$218K Sell
12,084
-6,267
-34% -$112K 0.06% 191
2017
Q3 		$352K Sell
18,351
-2,421
-12% -$47.2K 0.1% 137
2017
Q2 		$398K Buy
20,772
+19,042
+1,101% +$379K 0.11% 118
2017
Q1 		$37.1K Buy
+1,730
New +$37.8K 0.13% 137
2016
Q3 		$70.4K Sell
3,163
-2,950
-48% -$62.5K 0.02% 278
2016
Q2 		$60.3K Buy
+6,113
New +$109K 0.01% 824
2015
Q4 		$30.3K Buy
+5,608
New +$134K ﹤0.01% 762
2015
Q2 		$30K Sell
791
-400
-34% -$16.7K 0.01% 225
2015
Q1 		$51K Buy
+1,191
New +$49.3K 0.02% 238

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's KMI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Kinder Morgan (KMI) in Q3 2023, closing a stake of 2,539 shares — an estimated $43.7K sold.

WealthPLAN Partners first reported a position in KMI in Q1 2015 and held it in 19 quarters. The position peaked at $398K in Q2 2017. 1,339 funds tracked by Wall St. Rank hold KMI as of Q3 2023.

  • WealthPLAN Partners reported no remaining Kinder Morgan position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,539 Kinder Morgan shares in Q3 2023, an estimated $43.7K.
  • WealthPLAN Partners first reported a position in Kinder Morgan in Q1 2015 and held it in 19 quarters.
  • WealthPLAN Partners's Kinder Morgan position peaked at $398K in Q2 2017.
  • 1,339 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.