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WealthSource Partners’s Kinder Morgan KMI Stock Holding History

WealthSource 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
2022
Q1 		– Sell
-12,727
Closed -$202K – 605
2021
Q4 		$202K Sell
12,727
-2,611
-17% -$43.4K 0.02% 526
2021
Q3 		$257K Buy
15,338
+1,331
+10% +$22.6K 0.02% 433
2021
Q2 		$255K Buy
+14,007
New +$250K 0.02% 398
2019
Q3 		– Sell
-14,831
Closed -$310K – 451
2019
Q2 		$310K Buy
+14,831
New +$299K 0.05% 328
2019
Q1 		– Sell
-30,301
Closed -$466K – 357
2018
Q4 		$466K Buy
30,301
+12,710
+72% +$215K 0.13% 155
2018
Q3 		$312K Buy
17,591
+757
+4% +$13.5K 0.08% 214
2018
Q2 		$297K Buy
16,834
+337
+2% +$5.51K 0.08% 213
2018
Q1 		$248K Buy
16,497
+1,450
+10% +$25.1K 0.08% 237
2017
Q4 		$272K Buy
15,047
+505
+3% +$9.06K 0.08% 221
2017
Q3 		$279K Buy
14,542
+4,510
+45% +$87.9K 0.09% 217
2017
Q2 		$192K Buy
+10,032
New +$199K 0.07% 269

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

WealthSource Partners's KMI Position: Q1 2022 in Review

WealthSource Partners sold out of Kinder Morgan (KMI) in Q1 2022, closing a stake of 12,727 shares — an estimated $202K sold.

WealthSource Partners first reported a position in KMI in Q2 2017 and held it in 11 quarters. The position peaked at $466K in Q4 2018. 1,301 funds tracked by Wall St. Rank hold KMI as of Q1 2022.

  • WealthSource Partners reported no remaining Kinder Morgan position as of Q1 2022 after selling out during the quarter.
  • WealthSource Partners sold 12,727 Kinder Morgan shares in Q1 2022, an estimated $202K.
  • WealthSource Partners first reported a position in Kinder Morgan in Q2 2017 and held it in 11 quarters.
  • WealthSource Partners's Kinder Morgan position peaked at $466K in Q4 2018.
  • 1,301 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.