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WealthShield Partners’s Kinder Morgan KMI Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-2,234
Closed -$41K – 498
2021
Q2 		$41K Buy
2,234
+200
+10% +$3.57K 0.01% 515
2021
Q1 		$34K Buy
+2,034
New +$31.1K 0.01% 541

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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

WealthShield Partners's KMI Position: Q3 2021 in Review

WealthShield Partners sold out of Kinder Morgan (KMI) in Q3 2021, closing a stake of 2,234 shares — an estimated $41K sold.

WealthShield Partners first reported a position in KMI in Q1 2021 and held it in 2 quarters. The position peaked at $41K in Q2 2021. 1,202 funds tracked by Wall St. Rank hold KMI as of Q3 2021.

  • WealthShield Partners reported no remaining Kinder Morgan position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 2,234 Kinder Morgan shares in Q3 2021, an estimated $41K.
  • WealthShield Partners first reported a position in Kinder Morgan in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Kinder Morgan position peaked at $41K in Q2 2021.
  • 1,202 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.